On Jan 1, 2009, at 8:24 PM, Dan wrote:

>
> Yes. In the US at least, the difference between what you sell a home
> for and what you paid for it originally is taxed. The amount you
> originally paid for it is the starting "basis". As you make
> improvements to the home, the cost of those improvements is added to
> the basis. When you sell the home, this revised basis is subtracted
> from the selling price. Example:
> In 2000, you buy the home for $100,000
> In 2001, you have the driveway paved for $5,000. New basis for the
> house is $105,000.
> In 2009, you sell the house for $150,000. Taxes are due on
> $150,000-105,000 = $45,000.
> Expenses that do not increase the value of the real estate are not
> counted. For example, purchasing a new coffeepot has not impact.
> This is simply an accounting that must be done continually when you
> own a home. It has no impact on your income or your expenses (until
> you sell the home).
> To track it in MoneyWell, there would need to be something called
> basis, and a checkbox on each transaction that says "Add to basis."
> Probably would reflect in a report somewhere.
> Dan
>

Dan,

Any chance you're an accountant? I only ask because I work with a  
whole group of CPAs and they are the only reason I know that I need to  
track improvements for basis purposes. The reason I generally don't is  
because I'm not sure I'll ever exceed the built in gain necessary to  
be taxed as I roll the proceeds forward into the next house. If I  
remember correctly, the exception is quite high and keeps rising.

Sorry for the off-topic response, I was just curious.

Patrick


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