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Income Tax Planning
Chapter 13: Nontaxable Exchanges/SECTION 121: GAIN ON SALE OF PRINCIPAL RESIDENCE
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Chapter 13: Nontaxable Exchanges

SECTION 121: GAIN ON SALE OF PRINCIPAL RESIDENCE

01.Core Concepts

• Gain can be excluded from income up to: • $500,000 for MFJ • $250,000 for all others • Requirements: • Owned and used as principal residence for 2 out of the last 5 years.  A one-year stay in a nursing home facility counts towards the 2-year requirement. • Exclusion can be used only once every 2 years.