$Missed Deductions

Can I deduct a home equity loan used for home improvements?

Homeowner Deductionsintermediate3 answers · 6 min readUpdated February 28, 2026

Quick Answer

Yes, you can deduct home equity loan interest if you use the funds to buy, build, or substantially improve your home. The IRS allows deductions on debt up to $750,000 for married filing jointly ($375,000 for single filers). Interest on a $50,000 home equity loan at 7% saves roughly $875 annually in taxes for someone in the 25% bracket.

Best Answer

RK

Robert Kim, CPA

Best for homeowners using home equity loans for kitchen remodels, additions, or other substantial improvements

Top Answer

When home equity loan interest is deductible


Yes, you can deduct home equity loan interest, but only if you use the money to "buy, build, or substantially improve" your home. This is a key change from pre-2018 tax law, when home equity interest was deductible regardless of how you used the funds.


The debt limit is $750,000 combined for your primary mortgage and home equity loan (or $375,000 if married filing separately). This includes your original mortgage balance plus the home equity loan amount.


Example: $50,000 kitchen renovation


Let's say you take a $50,000 home equity loan at 7% interest to remodel your kitchen:


  • Annual interest: $3,500 ($50,000 × 7%)
  • Tax savings (25% bracket): $875 ($3,500 × 25%)
  • Tax savings (32% bracket): $1,120 ($3,500 × 32%)
  • Effective interest rate after tax (25% bracket): 5.25% (7% - 1.75%)

  • Your actual out-of-pocket interest cost is reduced by your tax bracket percentage.


    What qualifies as "substantial improvement"


    Qualifying improvements that add value or extend your home's life:

  • Kitchen or bathroom remodels
  • Room additions
  • New roof, windows, or HVAC system
  • Finished basement or attic conversion
  • Swimming pool installation
  • New flooring throughout the home

  • Non-qualifying expenses:

  • Furniture and appliances (unless built-in)
  • Routine maintenance and repairs
  • Landscaping (unless structural, like retaining walls)
  • Personal expenses or debt consolidation

  • Documentation you need


    Keep detailed records linking loan proceeds to home improvements:

  • Loan documents showing disbursement dates
  • Contractor invoices and receipts
  • Building permits
  • Before/after photos
  • Bank statements showing loan proceeds paid to contractors

  • The IRS may audit large deductions, so documentation is critical.


    Debt limit calculation



    *Only interest on $750,000 of the $900,000 total debt is deductible.


    Key factors that affect your deduction


  • Use of funds: Must be for home improvements, not personal expenses
  • Debt limit: Combined mortgage and home equity debt cannot exceed $750,000
  • Documentation: You must prove the connection between loan proceeds and improvements
  • Timing: You can deduct interest in the year you pay it, not when you incur the debt

  • What you should do


    1. Document everything: Keep all receipts, contracts, and loan documents

    2. Use Form 1098: Your lender will send this showing interest paid

    3. Itemize deductions: You must itemize to claim mortgage interest (can't use standard deduction)

    4. Consider timing: Large projects spanning multiple years may benefit from strategic timing


    [Use our return scanner tool](https://misseddeductions.com/tools/return-scanner) to check if you're missing this deduction on a prior year's return.


    Key takeaway: Home equity loan interest is fully deductible if used for home improvements and your total mortgage debt stays under $750,000. A $50,000 loan at 7% saves $875-$1,120 annually in taxes depending on your bracket.

    *Sources: [IRS Publication 936](https://www.irs.gov/pub/irs-pdf/p936.pdf), IRC Section 163(h)(3)*

    Key Takeaway: Home equity loan interest is fully deductible when used for home improvements, potentially saving $875-$1,120 annually in taxes on a $50,000 loan depending on your tax bracket.

    Home equity loan interest deductibility based on debt levels and usage

    ScenarioPrimary MortgageHome Equity LoanTotal DebtDeductible Interest
    Within limit$400,000$50,000$450,000100% of interest
    At limit$700,000$50,000$750,000100% of interest
    Over limit$800,000$100,000$900,00083% of interest

    More Perspectives

    RK

    Robert Kim, CPA

    Best for landlords using home equity loans on rental properties or their primary residence for investment purposes

    Home equity loans for rental property improvements


    Real estate investors face different rules depending on which property secures the loan and how they use the funds.


    If you take a home equity loan against your primary residence to improve a rental property:

  • The interest is NOT deductible as mortgage interest (doesn't meet the "buy, build, improve your home" test)
  • BUT it may be deductible as rental property expense on Schedule E
  • You'll need to capitalize the improvement costs and depreciate them over 27.5 years

  • If you take a home equity loan against the rental property itself:

  • Interest is deductible as a rental expense on Schedule E
  • No $750,000 debt limit applies (that's only for personal residences)
  • Improvements must be capitalized and depreciated

  • Example: $75,000 rental property renovation


    You take a home equity loan against your primary residence to renovate a rental kitchen:

  • Loan amount: $75,000 at 6.5% = $4,875 annual interest
  • Interest deduction: Claim on Schedule E as rental expense
  • Kitchen improvement: Capitalize $75,000, depreciate over 27.5 years = $2,727/year
  • Total annual deduction: $7,602 ($4,875 interest + $2,727 depreciation)

  • This creates a substantial tax benefit if you're in a high bracket and have rental income to offset.


    Key documentation for investors:

  • Separate business bank accounts for rental activities
  • Clear paper trail showing loan proceeds used for rental property
  • Contractor invoices tied to specific rental addresses
  • Form 1098 from lender for interest paid

  • Key takeaway: Real estate investors can deduct home equity loan interest as a rental expense on Schedule E, plus depreciate the improvements, creating potentially larger tax benefits than personal residence rules.

    Key Takeaway: Real estate investors can deduct home equity loan interest as rental expense plus depreciate improvements, potentially creating $7,600+ in annual deductions on a $75,000 renovation project.

    RK

    Robert Kim, CPA

    Best for homeowners with high mortgage balances who need to understand the $750,000 combined debt limit

    Managing the $750,000 debt limit


    If your combined mortgage and home equity debt approaches $750,000, you need to calculate what percentage of your interest is deductible.


    The calculation:

    Deductible percentage = $750,000 ÷ Total mortgage debt


    Example: Over the limit scenario


    Your situation:

  • Primary mortgage: $650,000
  • Home equity loan for addition: $150,000
  • Total debt: $800,000 (exceeds $750,000 limit)

  • Interest deduction calculation:

  • Deductible percentage: $750,000 ÷ $800,000 = 93.75%
  • Home equity interest paid: $9,000
  • Deductible amount: $8,438 ($9,000 × 93.75%)
  • Non-deductible interest: $562

  • Strategies to maximize your deduction


    Pay down the primary mortgage first:

    If you have extra cash, paying down your primary mortgage creates more "room" under the $750,000 limit for future home equity borrowing.


    Time your improvements strategically:

    If you're planning multiple projects, consider spacing them to stay under the limit, or complete them before taking on additional mortgage debt.


    Consider cash-out refinancing:

    Instead of a separate home equity loan, you might refinance your primary mortgage for a higher amount. This counts as one loan for the $750,000 limit.


    Key takeaway: Homeowners with high mortgage balances can only deduct the percentage of home equity interest that keeps total debt under $750,000, requiring careful calculation and strategic planning.

    Key Takeaway: When total mortgage debt exceeds $750,000, only a percentage of home equity interest is deductible, requiring strategic debt management to maximize tax benefits.

    Sources

    home equity loanmortgage interesthome improvementstax deductions

    Reviewed by Robert Kim, CPA on February 28, 2026

    This content is for educational purposes only and is not a substitute for professional tax advice. Consult a qualified tax professional for advice specific to your situation.