Sales of Residence Property
Personal Information
Full Name
*
First Name
Last Name
Tax Year
*
Property Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date Acquired
*
Date Sold
*
Sales Price
*
Selling Expenses (closing costs)
*
Adjusted Basis - Increases to Basis
Purchase Price
*
Improvements
Other (please specify)
Amount $
Other (please specify)
Amount $
Adjusted Basis - Decreases to Basis
Depreciation allowed or allowable on prior returns
Payments received for easement or right-of-way granted
Residential Energy Credits Claimed
First-Time Home-buyer Credit claimed and not repaid
Other (please specify)
Amount $
Other (please specify)
Amount $
Total Adjusted Basis
Total Adjusted Basis Calculated
Qualifying for and Electing the Exclusion for Sale of Your Main Home
Did you acquire this home in a like-kind (Section 1031) exchange and sell it within 5 years after acquiring it?
*
Do you wish to use the available main home sale exclusion for sales after May 6, 1997?
Did you live in the home as your main home for a total of at least 2 years within the 5-year-period ending on the date of the sale?
Yes
No
If married, did your spouse live in the home as a main home for a total of at least 2 years within the 5-year-period ending on the date of sale?
Yes
No
Have you excluded gain from another main home sold within two years before the sale of this home?
Yes
No
If married, has your spouse excluded gain from another main home sold within two years before the sale of this home?
Yes
No
File Uploads
Upload Settlement Statement
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Upload Form 1099-S, Proceeds from Real Estate Transactions (if applicable)
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Signature
I confirm that the information provided on this worksheet is correct and accurate to the best of my knowledge. I will notify Accent Financial Services in a timely manner if any changes occur.
*
Date
*
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Month
-
Day
Year
Date
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