Ask Questions before Claiming a Home Improvement Tax Deduction

A home improvement deduction may fall underdeduction based on individual circumstances and
any of several different topics, so it is importantyour family financial consultant or accountant can
to explore the situations that are right for you.help determine the rest.
For example, if a mortgage has been refinancedIt is possible that a deduction may fall within
to pay for a project, the owner of the homeseveral areas on the same form, whether some
may qualify for a legitimate deduction. Likewise,of it is written off under a refinanced mortgage,
deductions may be claimed if the home is beinghandicapped accessibility, or flood damage. It is
redesigned to make it handicapped accessible.better not to figure these out yourself, unless
A home tax deduction for medical or handicappedyou have advanced knowledge of the tax laws
purposes may create a substantial tax savings,and/or are ready to be held personally
but only a qualified professional can best counselaccountable when a deduction is found to be
you regarding these situations. In addition, it mayinconsistent with current laws.
also be possible to claim a deduction if you areYou may call the IRS with additional questions
building or improving a home office inside, orregarding a deduction at 1-800-829-1040 for live
attached to the main residence.assistance, toll-free at 1-800-829-4933 for
Victims of Hurricane Katrina may qualify for abusiness assistance, and 1-800-829-4059 for TTD
special tax deduction but should consult the IRSassistance.
regarding the Katrina Emergency Tax Relief Act.Do not wait until the construction is over to
In brief, it increases the permitted qualified homedetermine whether you have a qualified home
improvement loans. Again, a tax specialist can helpimprovement tax deduction. Good record-keeping
determine if these victims can claim a specialthroughout the project will make it easier to
home improvement tax deduction based on theirdecide whether your deduction is legitimate, or if
individual situations.additional information and/or authorization is
Publicationsrequired.
There are a wide range of publications from theOne Last Tip
IRS that should be consulted, in whole or in part,To some people this might sound like a no-brainer
before planning to claim a deduction. These include:but it's important and quite a few people think
Publication 936, Home Mortgage Interestthat it doesn't apply to them. If you're going to
Deductions; Publication 502, Medical and Dentaltry and get a deduction for imporvements made
Expenses, which will discuss accessibility-relatedon your home please be sure that it's valid. Don't
situations of a home improvement tax deduction;try to get something out of the government by
Publication 530, Tax Information for First-Timelying or stretching the truth about costs involved
Homeowners; and Publication 554, Olderor anything else to do with the deduction. Sooner
Americans' Tax Guide. All of these may address aor later you'll be found out.