Real Estate Definitions › Costs, Taxes & Insurance

Capital Gains Tax

Outland and Associates Real EstateJames Outland, Broker AssociateDRE #01314390

What is Capital Gains Tax?

Capital gains tax is a tax on the profit you make when you sell a property for more than you paid (plus improvements). For a primary residence, federal rules let many sellers exclude a large portion of the gain if they meet ownership and use tests. Investment properties don’t get the same exclusion, so professional tax advice matters.

Example: A couple sells their long-time primary home at a $400,000 profit and, by meeting the IRS ownership-and-use tests, excludes much of that gain from capital gains tax.

Important Disclaimer

This definition is provided for general educational purposes only and is not legal, tax, or financial advice. Real estate laws and lending rules change and vary by situation. Before acting, consult a licensed attorney, CPA, lender, or other qualified professional in the State of California regarding your specific circumstances.

Copied