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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. What Is a Section 121 Exclusion? - AOL

    www.aol.com/news/section-121-exclusion-183007717...

    A Section 121 Exclusion is an Internal Revenue Service rule that allows you to exclude from taxable income a gain of up to $250,000 from the sale of your principal residence. A couple filing a ...

  4. Thinking of Moving In? How to Turn Your Rental Property into ...

    www.aol.com/finance/convert-rental-property...

    Fortunately, you are eligible for a Section 121 exclusion. Specifically, you lived in the home for five out of the nine years you owned it. So, you can exclude 5/9ths, or 55%, of your capital ...

  5. Capital gains tax in the United States - Wikipedia

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

    An individual may meet the ownership and use tests during different 2-year periods. A taxpayer can move and claim the primary-residence exclusion every two years if living in an area where home prices are rising rapidly. The tests may be waived for military service, disability, partial residence, unforeseen events, and other reasons.

  6. Taxpayer Relief Act of 1997 - Wikipedia

    en.wikipedia.org/wiki/Taxpayer_Relief_Act_of_1997

    An act to provide for reconciliation pursuant to subsections (b)(2) and (d) of section 105 of the concurrent resolution on the budget for fiscal year 1998. Enacted by: the 105th United States Congress: Effective: January 1, 1998: Citations; Public law: Pub. L. 105–34 (text) Legislative history

  7. Internal Revenue Code section 132(a) - Wikipedia

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

    A Qualified Employee Discount is defined in Section 132(c) as any employee discount with respect to qualified property or services to the extent the discount does not exceed (a) the gross profit percentage of the price at which the property is being offered by the employer to customers, in the case of property, or (b) 20% of the price offered for services by the employer to customers, in the ...

  8. States That Don’t Tax Military Retirement in 2024 - AOL

    www.aol.com/states-don-t-tax-military-211818336.html

    Generally, military personnel must complete at least 20 years of active service in the U.S. Army, Navy, Air Force, Marine Corps, Coast Guard, or Space Force to qualify for military retirement.

  9. Tax Increase Prevention and Reconciliation Act of 2005

    en.wikipedia.org/wiki/Tax_Increase_Prevention...

    Additionally, the Act limits the related Foreign Housing Exclusion to a figure based on the excess of 16% of the value of the FEIE, with a cap of 30% of the value of the exclusion. (Previously, the figure was the excess of 16% of the salary of a federal worker grade G-14 Step 1, with no cap.)