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Smart Strategies to Minimize Taxes When Selling Real Estate

Capital gains taxes can reduce your profits from selling property. Here’s how to understand and minimize them.

What Are Capital Gains? A capital gain occurs when you sell an asset for more than you paid. In real estate, long-term capital gains (on assets held over a year) are taxed at lower rates than short-term gains. For 2023, long-term gains are taxed at 0%, 15%, or 20%, depending on income.

How Capital Gains Affect Real Estate. If you sell property held for more than a year, you’re taxed at the long-term rate. Tax exemptions apply based on your filing status and income. You can also add closing costs, realtor fees, and improvements to your basis to reduce taxable gains.

Ways to Minimize Capital Gains Taxes:

  1. Primary Residence Exclusion: If the property was your main home for at least two years, you can exclude up to $250,000 ($500,000 for couples) of capital gains.

  2. 1031 Exchange: Swap one investment property for another to defer capital gains.

  3. Offset Gains with Losses: Losses from other assets can offset your real estate gains.

Consult a tax professional for personalized advice on reducing your tax burden.

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