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Old 07-30-2011, 05:23 PM   #268
Shazam
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Quote:
Originally Posted by seattleflamer View Post
My point is there shouldn't be a mortgage interest deduction at that high of a threshold since it will be for the uber rich. Esentially these super rich are being subsidized to buy a principal home.

But here is my understanding of how it works then:

Let's say you are fortunate enough to qualify to buy an upscale house for 1.2 million. You borrow 1 million and put down 200K. The interest (not the principal) part of your payment is deductible. Lets say you have 30 year fixed 5% mortgage rate (with that$1million loan). That works out to a 50K/year in interest. If you qualify for a 1 million dollar loan, then you are probably in the 35% tax bracket (the highest). So out of that 50K, you can deduct ~18K which is the amount that reduces your taxable income in that year.

Or another way to look at it is that a 5% mortgage is net after tax (assuming the highest tax bracket of 35%), a real interest rate of 3.25% with the gov't subsidizing the 1.75% of your interest rate.

A $20million mortgage at 5% will get you to the max mortgage interest deduction of ~$1 million in yearly interest with you being on the hook for only 650K and the taxpayer subsidizing the rest: $450K of free money to encourge you to buy a home.

So is this a good tax policy? People who can afford a 20 million dollar loans getting govt subsidies? This is as egregious as it gets.
No, that is not how it works. You can either claim the mortgage interest or the standard deduction. You can't claim both.
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