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  2. Primary residence - Wikipedia

    en.wikipedia.org/wiki/Primary_residence

    The requirements to validate your principal residence vary and depend on the agency requesting verification. On the federal level, the taxpayer's principal residence may in general include a houseboat, a house trailer, or the house or apartment that the taxpayer is entitled to occupy as a tenant-stockholder in a cooperative housing corporation, in addition to the traditional house ...

  3. Downsizing for Retirement: Will My $620k Profit on My House ...

    www.aol.com/im-selling-house-downsize-retirement...

    The IRS allows you to exempt either $250,000 or $500,000 in capital gains that are realized when selling your primary residence. If the net profits exceed the exemption, you’ll pay capital gains ...

  4. Required minimum distribution - Wikipedia

    en.wikipedia.org/wiki/Required_minimum_distribution

    Under the 5-year rule, the entire account balance must be withdrawn over a 5-year period. The rule does not require a certain amount each year, or an even division between the five years. However, with the 5-year distribution method, the entire remaining balance becomes a required distribution in the fifth year.

  5. Substantial Presence Test - Wikipedia

    en.wikipedia.org/wiki/Substantial_Presence_Test

    The Substantial Presence Test (SPT) is a criterion used by the Internal Revenue Service (IRS) in the United States to determine whether an individual who is not a citizen or lawful permanent resident in the recent past qualifies as a "resident for tax purposes" or a "nonresident for tax purposes"; [1] [2] it is a form of physical presence test.

  6. The IRS just updated the rules for inherited IRAs. What heirs ...

    www.aol.com/finance/irs-just-updated-rules...

    Now, the IRS is saying they must withdraw funds each year, although how much varies. That will give clarity to some heir who have been waiting since 2020 for the IRS's decision.

  7. Internal Revenue Service Restructuring and Reform Act of 1998

    en.wikipedia.org/wiki/Internal_Revenue_Service...

    The Internal Revenue Service Restructuring and Reform Act of 1998, also known as Taxpayer Bill of Rights III (Pub. L. 105–206 (text), 112 Stat. 685, enacted July 22, 1998), resulted from hearings held by the United States Congress in 1996 and 1997.

  8. Free tax filing with IRS Direct File: What you need to know

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    IRS Direct File is a popular free program that offers guidance and support as you fill out your tax return and file your taxes directly with the IRS. And it may not be long for this world. On Feb ...

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