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Old 11-02-2023, 07:17 PM
Haggar Haggar is offline
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Quote:
Originally Posted by MidWestIA View Post
what if she dies first
If she is the sole owner at the time of her death spouse gets step up on entire residence.

I've have several situations where the last to die passed away - step up basis went to market value and the beneficiary(ies) had a tax deductible capital loss because of selling costs bringing the net sales price below the market value at date of death.
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