📈 Stock Market 1d ago · David Beren

The Inheritance That Went Backward: They Gave Mom the Stock They’d Someday Inherit and Eighteen Months Later It Came Back With Thirty Years of Capital Gains Wiped Off the Books

24/7 Wall St
View Channel →
Source ↗ 👁 1 💬 0
The post The Inheritance That Went Backward: They Gave Mom the Stock They’d Someday Inherit and Eighteen Months Later It Came Back With Thirty Years of Capital Gains Wiped Off the Books appeared first on 24/7 Wall St..
If you own a stock you bought decades ago and refuse to sell because the capital gains tax would eat you alive, there is a provision buried in the tax code that can erase those gains entirely. It is called the stepped-up basis rule, and it resets an asset to fair market valu

Comments (0)

Sign in to join the discussion

More Like This

XRP Trades at $1.41 With a $1.43 Wall Overhead. Can It Break $1.50 Before the Fed Decides on September 16?
24/7 Wall St. · 1d ago
📰
The House They Bought for $62,000 in 1984 Sold for $890,000. The Tax Exclusion Stopped at $500,000. Medicare’s Bill Started There.
24/7 Wall St. · 1d ago
📰
He Lost His CDL Medical Card at 61. Social Security Did Not Automatically Call Him Disabled.
24/7 Wall St. · 1d ago
📰
Where You Hold SPYI and STAG Matters More Than You Think: The Taxable vs. IRA Math
24/7 Wall St. · 1d ago
📰
Being Forced Out of a Medicare Advantage Plan Was a 1% Event for Years. In 2026 It Hit 10%. The 2027 Letters Must Arrive by October 2.
24/7 Wall St. · 1d ago
📰
He’s Swapped One Rental for Another Three Times Since 1994 and Never Paid a Dollar of Capital-Gains Tax. If He Still Owns the Last One the Day He Dies, Nobody Ever Will
24/7 Wall St. · 1d ago