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My 2 siblings and I obtained my mothers home in our name when

 
 
 

Customer Question

My 2 siblings and I obtained my mothers home in our name when she went into a nursing home. She has since passed away. My sister is buying out my brother and I. The home is in Ma, I'm in N.H. and my brother is in Tn.   Will there be taxes due from the transfer of money between siblings for the property?

Thanks.
John

Submitted: 973 days and 7 hours ago.
Category: Tax
Status: CLOSED
 
 
 
 
 
 

Accepted Answer

Hello Sailboater,

If your mother signed over the home to you and your brother before she passed away, then the IRS views this as a gift that was given to you by your mother and not an inheritance. When you receive a gift from someone, you retain the same basis as the donor's basis. Your mother's basis in this home would have been whatever she originally paid for the home plus the cost of any improvement she made while she owned it. That same basis now passes to you and your brother.

When you sell the home to your sister or to anyone else, you and your brother will now owe capital gains tax on any gain you had from the sale. Your gain is figured by taking the selling price less your basis. Whatever gain you have is taxed as a long term capital gain and the federal tax rate is 15%. You would also owe state tax to MA since that is where the home is located at a rate of 12%.

If this was helpful please press the Accept button.

Thank you Sailboater.

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Expert: Merlo
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Answered: 9/23/2009

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25+ years tax consulting. Specializing in returns for US citizens living abroad

 
 
 

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