Capital Gains - Once In A Life Time / Age Limit?

I've heard that you can only take the capital gain exclusion once in a life time and that there is also an age limit? Is this true.

Thank You
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Comments(5)

  • DaveT22nd January, 2004

    It was true until the tax code changes in 1997. The once-in-a-lifetime, over 55, $125K capital gains exclusion was repealed and replaced with the more liberal and flexible 2-year rule we have today.

  • myfrogger23rd January, 2004

    http://www.thecreativeinvestor.com/modules.php?name=News&file=article&sid=415

  • InActive_Account23rd January, 2004

    The capital gains on your primary residence if you have lived in it for 2 of the last 5 years is exempt from $250,000.00 in profit on sale if single,$500,000.00 if married.You can sell tax free every 2 years.

  • drgnstr16th February, 2004

    One more thing on this, hope not to beat a dead horse or sound ignorant, I just don't want tomess it up. Is there a special form to claim exclusion or do you just not report on your return. I have recently sold my condo which I lived almost three years, and have not recived any tax info from the sale. Where do I get this from, the title co. that closed? Thanks again for any help on this matter.

  • DaveT16th February, 2004

    If you do not meet the requirements for capital gains exclusion, the title company reports your sale to the IRS and gives you a 1099-S. If you did not get a 1099, then you do not report the sale on your tax return.

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