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Glossary Term

Capital Gains (Real Estate)

The profit from selling a property above its adjusted cost basis, taxed at either short term or long term capital gains rates depending on the holding period.

Capital Gains (Real Estate) — The profit from selling a property above its adjusted cost basis, taxed at either short term or long term capital gains rates depending on the holding period.

When you sell a rental property for more than your adjusted cost basis, the profit is a capital gain subject to federal (and sometimes state) capital gains tax. The holding period determines the tax rate. If you held the property one year or less, the gain is short term and taxed as ordinary income at rates up to 37% federal. If you held more than one year, the gain is long term and taxed at the preferential rates of 0%, 15%, or 20% depending on your total taxable income. On top of capital gains tax, you also owe depreciation recapture (up to 25%) on the total depreciation you claimed during the hold period, calculated separately. State capital gains taxes vary widely; some states (Florida, Texas, Washington, Wyoming) have no state capital gains tax, others can add 5% to 13%. The only way to fully defer capital gains tax is through a 1031 exchange into a replacement investment property, or by dying with the property in your estate (which gives heirs a stepped up basis and eliminates the tax entirely). Understanding capital gains is essential for sell versus hold decisions and for tax planning around property sales.

Capital Gain = Sale Price - (Adjusted Cost Basis + Selling Costs). Adjusted Cost Basis = Original Purchase Price + Capital Improvements - Accumulated Depreciation.
Definition formula

Example

Sale price $300,000. Original purchase price $180,000. Capital improvements $25,000. Depreciation claimed $35,000. Selling costs $18,000. Adjusted basis = 180,000 + 25,000 - 35,000 = $170,000. Capital gain = 300,000 - 170,000 - 18,000 = $112,000. Plus $35,000 of depreciation recapture taxed separately at 25%.

Related

Frequently asked questions

What is the capital gains tax rate on rental property?
0%, 15%, or 20% for long term (held more than 1 year), depending on your total taxable income. Short term (under 1 year) is taxed as ordinary income up to 37%.
How do I avoid capital gains tax on a rental?
The main options are a 1031 exchange into a replacement investment property, or holding until death so heirs receive a stepped up basis.
Do I pay capital gains tax and depreciation recapture?
Yes, both, and they are calculated separately. Capital gains on the appreciation portion of the profit, and depreciation recapture at 25% on the depreciation portion.

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