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posted Jan 13, 2025 4:38:56 AM

how to handle rentall that was sold that was personal residence for 2 of the last 5 years.

Where to enter a rental property that was sold but was personal residence for 2 of the last 5 years?

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1 Best answer
Level 15
Jan 13, 2025 5:39:10 AM

It can be entered as either the sale of a rental or the sale of your main home.  I find it goes much smoother if you enter as the sale of your home. 

 

In TurboTax (TT), enter at:
- Federal Taxes tab (Personal in  Home & Business)

 - Wages & Income

      -Less Common Income.

         - Sale of Home

 

You must "recapture" the depreciation allowed or allowable. That is, you must report the depreciation taken (or that you should have taken), over the years, as income on your tax return in the year you sold it.  TT will ask you to make one simple entry for that amount.  TT will place that income, on the right forms, based on that one entry. Depreciation recapture is taxed at your marginal rate (not long term capital gains rates), but not more than 25% 

 

You will be asked "Did you use this home for anything other than your primary home".  Note the special instruction, on that screen, "if you use this home for anything other than your primary home, after it was no longer your primary home, answer no". 

1 Replies
Level 15
Jan 13, 2025 5:39:10 AM

It can be entered as either the sale of a rental or the sale of your main home.  I find it goes much smoother if you enter as the sale of your home. 

 

In TurboTax (TT), enter at:
- Federal Taxes tab (Personal in  Home & Business)

 - Wages & Income

      -Less Common Income.

         - Sale of Home

 

You must "recapture" the depreciation allowed or allowable. That is, you must report the depreciation taken (or that you should have taken), over the years, as income on your tax return in the year you sold it.  TT will ask you to make one simple entry for that amount.  TT will place that income, on the right forms, based on that one entry. Depreciation recapture is taxed at your marginal rate (not long term capital gains rates), but not more than 25% 

 

You will be asked "Did you use this home for anything other than your primary home".  Note the special instruction, on that screen, "if you use this home for anything other than your primary home, after it was no longer your primary home, answer no".