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Home & Property

What Issues Should I Consider When Selling My Home?

Overview

A home sale is often the largest single financial transaction most people make, which makes it worth more planning than the logistics of listing and closing alone. What happens to the proceeds, and how the sale is taxed, deserve equal attention.

The capital gains exclusion available on a primary residence is generous, but it has requirements around ownership and use that are worth confirming before you assume it applies.

What this checklist covers

  1. 1Sale issues
  2. 2Tax planning issues

Common questions

Preview of the What Issues Should I Consider When Selling My Home? checklist

Take the full checklist into the transaction

What to confirm before you sign, and what it means for your taxes.

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Sourced from a licensed fpPathfinder checklist. Page copy is original summary content.