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A self-employed borrower's tax returns show significant depreciation expenses that reduce their net income. How should the loan processor handle this for income calculation purposes?

Correct Answer

B) Add back depreciation expenses to calculate qualifying income

Depreciation is a non-cash expense that reduces taxable income but doesn't represent actual cash outflow. Underwriting guidelines typically allow adding back depreciation, depletion, and amortization expenses to determine the borrower's actual cash flow available for mortgage payments.

Answer Options
A
Use the net income figure exactly as shown on tax returns
B
Add back depreciation expenses to calculate qualifying income
C
Require amended tax returns without depreciation claims
D
Use gross receipts before any business expense deductions

Why This Is the Correct Answer

Depreciation is a non-cash expense that reduces taxable income but doesn't represent actual cash outflow. Underwriting guidelines typically allow adding back depreciation, depletion, and amortization expenses to determine the borrower's actual cash flow available for mortgage payments.

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