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  2. 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 ...

  3. 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 ...

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

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

    You would need to report the home sale and potentially pay a capital gains tax on the $250,000 profit. ... you may qualify for an exception to the two-out-of-five rule. ... you can re-establish ...

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

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

    If your home does qualify for the Section 121 exclusion, you have taxable capital gains of either $550,000 as a single filer ($800,000 – $250,000 = $550,000) or $300,000 as a joint filer ...

  6. Nonrecognition provisions - Wikipedia

    en.wikipedia.org/wiki/Nonrecognition_provisions

    Nonrecognition provision generally have two common themes. First, nonrecognition is conferred because it is said that the sale or exchange at issue usually involves a mere change in the form of an investment and not a change in the substance of that investment. Second, the realized gain or loss usually never disappears: the unrecognized gain or ...

  7. Internal Revenue Code section 1031 - Wikipedia

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

    To qualify for Section 1031 of the Internal Revenue Code, the properties exchanged must be held for productive use in a trade or business, or for investment.Prior to 2018, stocks, bonds, and other properties were listed as expressly excluded by Section 1031, although securitized properties were not excluded.

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  9. Taxpayer Relief Act of 1997 - Wikipedia

    en.wikipedia.org/wiki/Taxpayer_Relief_Act_of_1997

    The top marginal long term capital gains rate fell from 28% to 20%, subject to certain phase-in rules. The 15% bracket was lowered to 10%. The 15% bracket was lowered to 10%. The act permanently exempted from taxation the capital gains on the sale of a personal residence of up to $500,000 for married couples filing jointly and $250,000 for singles.