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  2. Transmutation agreement - Wikipedia

    en.wikipedia.org/wiki/Transmutation_agreement

    Transfers of property between spouses are generally nonrecognition events for income tax purposes, as they are always considered to be gifts with carryover basis. There are a couple of exceptions: (i) transfer to a spouse who is a nonresident alien at the time of the transfer; (ii) transfer in trust, to the extent that the sum of the ...

  3. Internal Revenue Code section 1041 - Wikipedia

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

    Where there is a transfer of property between spouses or a transfer incident to divorce, §1041(b) states that the property will be treated as if the person who receives the property (the transferee) has acquired it by gift. The transferee's basis in the property shall be the adjusted basis of the transferor at the time of the transfer.

  4. Marital deduction - Wikipedia

    en.wikipedia.org/wiki/Marital_deduction

    Deductions are transfers between spouses that last a lifetime and are appointed by will which are eligible for a deduction on the federal tax form. [7] Credits are the sum deducted from one's payment owed to the federal, state, or local entity. [8] Credits allow taxpayers to pay less in taxes, while deductions can reduce taxable income. [9]

  5. Transferring a mortgage: How it works - AOL

    www.aol.com/finance/transferring-mortgage-works...

    For these mortgage transfers to work, the new borrower needs to be added to the property’s deed, the deceased owner needs to be removed from the deed or a spouse relinquishing ownership must ...

  6. Quitclaim - Wikipedia

    en.wikipedia.org/wiki/Quitclaim

    For example, when a spouse is to acquire the marital home as part of a divorce settlement, the other spouse may be able to transfer their full interest quickly and inexpensively via a quitclaim deed. [10] A quitclaim deed may also be used to transfer title of a property to a purchaser following a foreclosure auction.

  7. I’m a Financial Planner: Here Are 5 Mistakes You Must Avoid ...

    www.aol.com/m-financial-planner-5-mistakes...

    If two spouses purchase and jointly own a property, then the right of survivorship dictates that the surviving spouse automatically receives the deceased’s half and becomes the sole owner ...

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