Does the capital gain from the sale of my house impact my tax bracket (see details below)?
Dae-su Oh asked:
Assume I sell my house and have to pay capital gains. Assume that, not counting the proceeds from the sale, I am in the 15% tax bracket. Will I have to pay 5% on the capital gain, or will the sale push me into a higher bracket, forcing me to pay 15% capital gain?
I’ve found information on the internet indicating that the sale pushes me into a higher tax bracket, forcing me to pay 15% capital gains. That seems questionable, as every sale (of a house at least) would push all 5% payers into the 15% capital gains bracket.
Here’s a link: http://www.bankrate.com/brm/itax/tips/20010305a.asp?caret=14#5
Thanks!
Dae Su Oh
Thanks for the answers, but the property is rental property. I’m aware of the exemptions, and like-kind exchanges, etc., but none of those strategies are available to me.
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Filed Under United States |
Tagged With Dae, Rental Property, Sell House
Comments
3 Responses to “Does the capital gain from the sale of my house impact my tax bracket (see details below)?”
I think you’re mistaken.
If this is your personal residence, and you’ve lived in it 2 of the last 5 years and met other qualifications, selling it is a TAX FREE event!
If it’s rental property, move into it for a couple of years before you sell it, and you can make it into a TAX FREE event.
If you have lived in your house as a primary residence 2 of the last 5 years you are free of capital gains $250k single, $500k per couple. Assuming that you have been in less than 2 years but more than 1 you will have a capital gains of somewhere around the 15%. less than 1 year in a higher tax rate I believe, 25-30%.
Good luck
If you are in the 15% bracket, you pay 5% on the part of your gains that “fit” inside this bracket, along with your regular income. You would pay 15% on the rest.
Example: if you are married filing jointly, in 2006, your “ordinary income” tax brackets are:
10% on the first $15,100 of taxable income
15% on $15,100 to $61,300
25% on $61,300 to $123,700
if your ordinary taxable income is $40,000, and you have a $100,000 long-term capital gain on your real estate, you would pay:
10% on the first $15,100 of your ordinary income,
15% on the remaining $24,900 of your ordinary income,
5% on the first $21,300 of your capital gain (the difference between the top of the 15% bracket and your $40,000 of ordinary income), and
15% on the remaining $78,700 of your capital gain.