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  2. Stepped-up basis - Wikipedia

    en.wikipedia.org/wiki/Stepped-up_basis

    Normally, when someone receives an asset from a taxpayer before he dies, the person who receives the asset keeps the same basis in the asset that the taxpayer, the donor, had. For example, if a taxpayer's sister Mary were to receive this house from the taxpayer before he dies, then her basis in the house would also be $35,000, no matter what ...

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

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

    You are correct that the IRS lets individuals exclude up to $250,00 in profits from the sale of a primary residence from taxes. Married couples filing their taxes jointly can exclude up to $500,000.

  4. 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 ...

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

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

    How to avoid capital gains tax on a home sale Capital gains taxes can greatly affect your bottom line. Fortunately, there are ways to reduce them on your home sale, or avoid them altogether.

  6. Capital gains tax in the United States - Wikipedia

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

    From 1998 through 2017, tax law keyed the tax rate for long-term capital gains to the taxpayer's tax bracket for ordinary income, and set forth a lower rate for the capital gains. (Short-term capital gains have been taxed at the same rate as ordinary income for this entire period.) [ 16 ] This approach was dropped by the Tax Cuts and Jobs Act ...

  7. 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 ...

  8. Will I Owe Capital Gains Taxes on Irrevocable Trusts? - AOL

    www.aol.com/irrevocable-trusts-pay-capital-gains...

    Most investors pay capital gains taxes at lower tax rates than they would for ordinary income. For example, the top ordinary Federal income tax rate is 37%, while the top capital gains rate is 20% ...

  9. Capital Gains Tax Rates for 2023-2024 - AOL

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

    For assets held for more than a year, the long-term capital gains tax rate for tax year 2023 ranges from 0% to 28%, depending on your filing status, income and asset type, and few people qualify ...