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  2. Stepped-up basis - Wikipedia

    en.wikipedia.org/wiki/Stepped-up_basis

    Therefore, if the taxpayer's sister were to sell the house for $100,000, she would generally need to pay income tax on the $65,000 of capital-gain income. However, in the case of a beneficiary who receives an asset from a benefactor after the benefactor's death, the beneficiary's basis in the asset is "stepped up" to the FMV on the date of the ...

  3. Capital gains tax in the United States - Wikipedia

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

    Beginning in 1942, taxpayers could exclude 50% of capital gains on assets held at least six months or elect a 25% alternative tax rate if their ordinary tax rate exceeded 50%. [11] From 1954 to 1967, the maximum capital gains tax rate was 25%. [12] Capital gains tax rates were significantly increased in the 1969 and 1976 Tax Reform Acts. [11]

  4. RMDs After Death: How Do You Calculate the Required Amount? - AOL

    www.aol.com/calculate-rmd-death-130000536.html

    IRA and 401(k) plan owners are required to take minimum distributions from … Continue reading → The post How to Calculate RMD in Year of Death appeared first on SmartAsset Blog.

  5. Capital Gains Tax Rates for 2024-2025 - AOL

    www.aol.com/capital-gains-tax-rates-2023...

    Follow these steps to calculate your net capital gain or net capital loss. ... Real estate: Primary residences offer an exclusion of up to $250,000 — $500,000 for married couples filing jointly ...

  6. Ask an Advisor: I'm Selling My Home for $750k-How Much ... - AOL

    www.aol.com/aaa-im-selling-house-netting...

    Figuring capital gains tax that may be owed on a home sale depends on several factors. One is whether you meet the criteria for excluding $250,000 for single filers and $500,000 for couples filing ...

  7. Capital gain - Wikipedia

    en.wikipedia.org/wiki/Capital_gain

    Capital gain is an economic concept defined as the profit earned on the sale of an asset which has increased in value over the holding period. An asset may include tangible property, a car, a business, or intangible property such as shares. A capital gain is only possible when the selling price of the asset is greater than the original purchase ...

  8. Capital gains tax - Wikipedia

    en.wikipedia.org/wiki/Capital_gains_tax

    After 2024 changes equity sales are taxed at 12.5 percent if held for more than 1 year and 20 percent if held for less than 1 year. Indexation benefit from home capital gains has been removed and the tax rate has been bought down to 12.5 percent from 20 percent. Capital Gains Tax Rates for Fiscal Year 2017–18 (Assessment Year 2018–19) [40]

  9. Can Capital Gains From My Investments Push Me Into a ... - AOL

    www.aol.com/finance/capital-gains-push-higher...

    A short-term capital gains tax is taxed at the same tax brackets, but long-term capital gains are taxed at 0%, 15% or 20%. The amount you pay on those capital gains depends on your specific income ...