121 Exclusion

Definition: The 121 exclusion, also known as the primary residence exclusion, allows homeowners to exclude up to $250,000 of capital gains ($500,000 for married couples filing jointly) from the sale of their primary residence from federal income tax, provided specific ownership and use requirements are met.

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What Is the 121 Exclusion?

The "121 exclusion" refers to Section 121 of the Internal Revenue Code, which lets homeowners exclude a large portion of the capital gain from selling their primary residence from federal income tax. It is one of the most valuable tax benefits of owning a home, allowing many sellers to pay no tax on their gain.

How Much Can Be Excluded

The Ownership and Use Test

To qualify, the seller generally must have owned and used the home as a principal residence for at least two of the five years before the sale, and must not have used the exclusion on another home within the prior two years. Partial exclusions may apply for certain moves due to work, health, or unforeseen circumstances. Because Florida has no state income tax, the § 121 exclusion is realized entirely at the federal level — a meaningful benefit for Florida sellers, who should confirm eligibility with a tax professional.

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Barnes Walker Real Estate

Barnes Walker's attorneys handle Florida home sales with attention to their federal tax consequences. Request a legal inquiry for assistance.

Federal Law Reference

26 U.S.C. § 121

Excludes up to $250,000 ($500,000 for married couples filing jointly) of gain from the sale of a principal residence owned and used as such for at least two of the prior five years.

Reviewed by the attorneys at Barnes Walker, Goethe, Shea & Robinson, PLLC

Disclaimer: The information and opinions provided are for general educational, informational or entertainment purposes only and should not be construed as legal advice or a substitute for consultation with a qualified attorney. Any information that you read does not create an attorney-client relationship with Barnes Walker, Goethe, Shea & Robinson, PLLC, or any of its attorneys. Because laws, regulations, and court interpretations may change over time, the definitions and explanations provided here may not reflect the most current legal standards. The application of law varies depending on your particular facts and jurisdiction. For advice regarding your specific situation, please contact one of our Florida attorneys for personalized guidance.

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