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Level 1
posted Apr 4, 2024 3:03:22 PM

Easy Step - Retiring a rental from Use (convert to personal)

I have seen "Retired From Use Date" mentioned in other postings.

My objective is to change a rental to personal use but don't know what form or

what easy-step process to accomplish this.

 

I presume the depreciation would be recaptured but since I didn't sell the property

and have no "sales price" I don't know if that is delayed until sale.

 

Thank you

0 1 2085
1 Replies
Expert Alumni
Apr 4, 2024 4:07:29 PM

First, enter the expenses for the year before it was converted. 

Be sure to select "It was converted to personal use"  on the "Do Any of Theses Situations Apply to This Property?" screen

Be sure to select "Yes" on the "Special Handling Required?" screen

 

Yes, Depreciation is recaptured and taxed as ordinary income when eventually sold. 

You do need to keep a copy of Form 4562 and all depreciation reports to figure that recapture in the year of sale. 

Form 4562 will show Prior Depreciation and Current Depreciation, you need to add those two amounts together.

 

Your adjusted basis is the cost, plus improvements less depreciation.

In the year you sell, you will report it as a "Sale of Business Property"