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Income Tax Planning
Chapter 13: Nontaxable Exchanges/SECTION 121: EXCLUSION RULES FOR SPOUSES
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Chapter Study Session

Chapter 13: Nontaxable Exchanges

SECTION 121: EXCLUSION RULES FOR SPOUSES

01.Core Concepts

• For MFJ, the $250,000 exemption is increased to $500,000 if: • Either spouse meets the 2-year ownership requirement, and • Both spouses meet the 2-year use requirement, and • Neither spouse excluded gain from a prior sale or exchange of another principal residence within the prior 2 years.