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A W-2 employee receives irregular overtime pay that varies significantly month to month. The MLO should calculate this income by:

Correct Answer

B) Averaging the overtime over the most recent 12 months if it's likely to continue

Variable income such as overtime must be averaged over a representative period (typically 12-24 months) and there must be reasonable likelihood that the income will continue. The averaging approach provides a more accurate picture of the borrower's typical income capacity.

Answer Options
A
Using the highest month's overtime as the standard
B
Averaging the overtime over the most recent 12 months if it's likely to continue
C
Excluding overtime income entirely due to its irregular nature
D
Using only the base salary without overtime

Why This Is the Correct Answer

Variable income such as overtime must be averaged over a representative period (typically 12-24 months) and there must be reasonable likelihood that the income will continue. The averaging approach provides a more accurate picture of the borrower's typical income capacity.

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