Monday, December 23, 2013

Smart Tax Moves to Make Before 2013 Ends




There are still a few things that a smart homeowner can do before the end of the year to save on their 2013 taxes. 

1. Pre-pay your property taxes

In California, where property taxes are due twice a year, it may make sense to pre-pay next year’s first installment. 

2. Make your January mortgage payment now.

If you are planning to make the payment over the next few weeks anyway, why not make it now and take the deduction?

3. Make energy efficiency improvements

The IRS tax credit for making improvements to a home for energy efficiency–insulation, air conditioning or heating units, windows, among other items–they can qualify for a tax credit of 10% of the cost, up to a lifetime maximum of $500. Note that this is not a deduction, but a credit–a straight subtraction from taxes owed. This is a time-sensitive allowance so it may make sense to make these improvements before the end of the year

4. Finalize your foreclosure sale

Before the financial crisis, people who lost their homes to foreclosure and had the remainder of the balance on their mortgages forgiven had to report that cancelled debt as income and pay taxes on it. But in the midst of the recession, with so many people losing their homes, Congress stopped taxing the first $2 million in forgiveness of mortgage debt. This perk is coming to an ending 12/31/2013. So if you have a home in the midst of a short sale or foreclosure proceeding, put the pressure on everyone involved to get the deal done before the year is over.

All of these tips will help you to get a good start in 2014.  Check with your CPA to get more information on how to save money on your 2013 return.
 
Wishing you and yours a very Merry Christmas!  If you would like help planning your next real estate move, give me a call.  I always enjoy hearing from you.

Nancy Puder is a real estate broker in Arroyo Grande, CA.  You may contact her at Nancy@NancyPuder.com or call (805)710-2415.  Follow her posts on Facebook Nancy Puder Realtor and click "like".

 

 

 

 


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