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  2. Planning to downsize your home in retirement but scared of ...

    www.aol.com/finance/planning-downsize-home...

    The Section 121 exclusion, often called the home sale exclusion, is a provision in the U.S. tax code allowing homeowners to exclude a substantial portion of the capital gains from the sale of ...

  3. Netting $800k from Your Home Sale? Learn How to Minimize ...

    www.aol.com/im-selling-house-netting-800k...

    Consider consulting a financial advisor to plan a tax strategy for your home sale and beyond. Bottom Line When you sell your home, you can take a $250,000 (single) or $500,000 (joint) exclusion ...

  4. IRS Increases Gift and Estate Tax Exempt Limits - AOL

    www.aol.com/finance/irs-increases-gift-estate...

    Lifetime Gift Tax Exemption. Additionally, the IRS has announced that the lifetime estate and gift tax exemption will increase to $13.61 million in 2024. If a gift exceeds the annual limit ...

  5. Homestead exemption - Wikipedia

    en.wikipedia.org/wiki/Homestead_exemption

    The remainder is taxed at the normal rate. A home valued at $150,000 would then be taxed on only $100,000 and a home valued at $75,000 would then be taxed on only $25,000. The exemption is generally intended to turn the property tax into a progressive tax. In some places, the exemption is paid for with a local or state (or equivalent unit ...

  6. Estate tax in the United States - Wikipedia

    en.wikipedia.org/wiki/Estate_tax_in_the_United...

    The fiscal year 2014 budget called for returning the estate tax exclusion, the generation-skipping transfer tax and the gift-tax exemption to the 2009 level, $3.5 million, in 2018. [43] The exemption amounts set by the Tax Cuts and Jobs Act of 2017, $11,180,000 for 2018 and $11,400,000 for 2019 again have a sunset and will expire 12/31/2025

  7. Internal Revenue Code section 1031 - Wikipedia

    en.wikipedia.org/wiki/Internal_Revenue_Code...

    Taxpayers who hold real estate as inventory, or who purchase real estate for re-sale, are considered "dealers". These properties are not eligible for Section 1031 treatment. However, if a taxpayer is a dealer and also an investor, he or she can use Section 1031 on qualifying like properties.

  8. Capital gains tax on real estate and selling your home - AOL

    www.aol.com/finance/capital-gains-tax-real...

    As long as you lived in the property as your primary residence for 24 months within the five years before the home’s sale, you can qualify for the capital gains tax exemption.

  9. Capital gains tax in the United States - Wikipedia

    en.wikipedia.org/wiki/Capital_gains_tax_in_the...

    The amount of this exclusion is not increased for home ownership beyond five years. [53] One is not able to deduct a loss on the sale of one's home. The exclusion is calculated in a pro-rata manner, based on the number of years used as a residence and the number of years the house is rented-out.