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  2. How do you calculate cost basis on investments? - AOL

    www.aol.com/finance/calculate-cost-basis...

    The capital gain on this transaction is how much you sold it for minus the cost basis: $1,500 – $1,000 = $500. This $500 gain is subject to capital gains tax. Factors that impact an investment ...

  3. Cost basis - Wikipedia

    en.wikipedia.org/wiki/Cost_basis

    Basis (or cost basis), as used in United States tax law, is the original cost of property, adjusted for factors such as depreciation. When a property is sold, the taxpayer pays/(saves) taxes on a capital gain /(loss) that equals the amount realized on the sale minus the sold property's basis.

  4. We're Downsizing and Netting $550k – How Can We ... - AOL

    www.aol.com/were-selling-house-netting-550k...

    For instance, if you spent $50,000 on a kitchen renovation and hadn’t included that in your cost basis, accounting for it correctly could reduce your $550,000 gain to $500,000.

  5. Stepped-up basis - Wikipedia

    en.wikipedia.org/wiki/Stepped-up_basis

    A stepped-up basis can be higher than the before-death cost basis, which is the benefactor's purchase price for the asset, adjusted for improvements or losses. Because taxable capital-gain income is the selling price minus the basis, a high stepped-up basis can greatly reduce the beneficiary's taxable capital-gain income if the beneficiary ...

  6. Adjusted basis - Wikipedia

    en.wikipedia.org/wiki/Adjusted_basis

    In tax accounting, adjusted basis is the net cost of an asset after adjusting for various tax-related items. [1] Adjusted Basis or Adjusted Tax Basis refers to the original cost or other basis of property, reduced by depreciation deductions and increased by capital expenditures. Example: Muhammad buys a lot for $100,000. He then erects a retail ...

  7. The Gifting Strategy That Could Help You Avoid Estate Taxes - AOL

    www.aol.com/upstream-gifting-help-avoid-estate...

    Rich would receive a step-up in basis and wouldn’t owe taxes on any of the previous gains. However, that would leave the $13.3 million in assets in Loretta’s estate, potentially triggering ...

  8. Tax basis - Wikipedia

    en.wikipedia.org/wiki/Tax_basis

    The tax basis of an asset subject to cost recovery must be reduced by deductions allowed for such cost recovery. [5] For example, if Joe claimed $25,000 of depreciation deductions on his building, his adjusted basis would be the $90,000 as above less $25,000, or $65,000.

  9. Generational Wealth: If You Sell a Family Heirloom, Do You ...

    www.aol.com/finance/generational-wealth-sell...

    However, if the parent gifts the property to the child at death, the child takes a cost basis equal to the fair market value at death — $25,000 in this example — and thus there is no taxable ...