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Level 1
posted Feb 21, 2022 11:46:05 AM

Shouldn't conversion from Rental to Primary be Easy ??

I bought a home in August 2020 and a tenant was already in place.

I did my 2020 taxes with TT and no issues.

On January 31, 2021 the tenant moved out.
My wife and I moved into the house as primary residence on March 17, 2021.

 

The questions in TT Premier regarding this event seem ambiguous.  After TT asks if I converted to primary residence (and I answer "Yes"), it asks for things like disposition date and sales price. Clearly, I did not sell the property to myself.   If I enter $0 for a sales prices, it throws a huge negative number to my 1040.  Much lower tax burden but I doubt that is correct.

 

Should I just enter a sales price equal to what I paid in 2020?  That should recapture the depreciation and be done with it.  No ?

BTW: On the rental asset summary screen, it says "Sold/Retired from business use in 2021? - NO" 

I cannot get this to change no matter what I tried.

Lastly, entries for property tax, insurance, etc. are listed as "2021".  Should I enter those costs for all 12 months or just for the one month it was rented ? 

0 2 586
2 Replies
Expert Alumni
Feb 21, 2022 12:05:26 PM

Make sure that you actually clicked on converted from rental to personal and not the other way around.

 

You should not be getting sales questions. I just ran through the program and did not get that question.

Level 1
Feb 22, 2022 8:26:14 AM

Coleen;

Thank you for the quick response and guidance. My mistake was that I interpreted the conversion from rental to primary residence as a "Sale of Business Property".  Once I deleted that asset sale entry, everything (including income) seemed to be OK. 

 

thanks !