Understanding Step-Up in Basis and Capital Gains Tax for Surviving Spouse

Reported 2 months ago

When one spouse passes away, the surviving spouse inherits the home with a step-up in basis to its fair market value and may claim a capital gains tax exemption. This means they can exclude up to $250,000 in gains from the property sale, or up to $500,000 if filing jointly, depending on their tax status. It's important for the surviving spouse to understand these tax implications for effective financial planning.

Source: YAHOO

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