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  2. Stepped-up basis - Wikipedia

    en.wikipedia.org/wiki/Stepped-up_basis

    This can result in a stepped-up basis or a stepped-down basis. An example of a stepped-up basis: If Benefactor owned a home that Benefactor purchased for $35,000, then Benefactor's basis in the home would be equal to its purchase price, $35,000, assuming no adjustments under IRC § 1016, which allows for increases in basis such as home ...

  3. Do I Pay Taxes Automatically If I Inherit Property? - AOL

    www.aol.com/finance/capital-gains-inherited...

    Sale price ($500,000) - Stepped-up original cost basis ($500,000) = $0.00 taxable capital gains On the other hand say that you hold the house for a year, during which time the price of this house ...

  4. Ask an Advisor: How Can We Avoid Capital Gains Tax on a ... - AOL

    www.aol.com/ask-advisor-were-inheriting-house...

    Stepped-up Basis on Inherited Property. A couple that's inheriting a home looks over tax . If you sell the property immediately, you obviously won’t qualify for the capital gain exclusion ...

  5. All About the Stepped-Up Basis Loophole

    www.aol.com/news/loophole-reduce-heirs-taxes...

    Stepped-up basis is a tax provision that allows heirs to reduce their capital gains taxes. When someone inherits property and investments, the IRS resets the market value of these assets to their ...

  6. Cost basis - Wikipedia

    en.wikipedia.org/wiki/Cost_basis

    Basis (or cost basis), as used in United States tax law, is the original cost of property, adjusted for factors such as depreciation. When a property is sold, the taxpayer pays/(saves) taxes on a capital gain /(loss) that equals the amount realized on the sale minus the sold property's basis.

  7. Taxpayer Relief Act of 1997 - Wikipedia

    en.wikipedia.org/wiki/Taxpayer_Relief_Act_of_1997

    As inherited assets are automatically revalued to their current or "stepped-up" basis, any capital gains are permanently exempted from taxation. Family farms and small businesses could qualify for an exemption of $1.3 million, effective 1998. Starting in 1999, the $10,000 annual gift tax exclusion was to be corrected for inflation.

  8. Biden’s Change in Inherited Real Estate — How It ... - AOL

    www.aol.com/biden-change-inherited-real-estate...

    The plan aims to close this loophole, ending the practice of “stepping-up” the basis for gains in excess of $1 million –and $2.5 million per couple when combined with existing real estate ...

  9. Tax policy and economic inequality in the United States

    en.wikipedia.org/wiki/Tax_policy_and_economic...

    The estate tax was reinstated in 2011 with a further increased cap of $5 million for individuals and $10 million for couples filing jointly and a reduced rate of 35%. The "step-up basis" of estate tax law allows a recipient of an estate or portion of an estate to have a tax basis in the property equal to the market value of the property.

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