Homebuyer Tax Credit Changes

Homebuyer Tax Credit Changes*

Congress has extended and expanded the homebuyer tax credit. The modifications in the column labeled “December 1 – April 30, 2010” become effective when President Obama signs the bill. All changes made to the current credit become effective on that date, as well.

FEATURE

Jan 1 – November 30, 2009

Rules as enacted

February 2009

December 1 – April 30,

2010 Rules as enacted

November 2009

First-time Buyer – Amount of Credit

$8,000

($4,000 married filing separate)

$8,000

($4,000 married filing separate)

First-time Buyer – Definition for Eligibility

May not have had an interest in a principal residence for 3 years prior to purchase

Same

Current Homeowner – Amount of Credit

No Provision

$6500

($3250 married filing separate)

Effective Date – Current Owner

No Provision

Date of Enactment

Current Homeowner – Definition for Eligibility

No Provision

Must have used the home sold or being sold as a principal residence consecutively for 5 of the previous 8 years

Termination of Credit

Purchases after November 30, 2009.  (Becomes April 30, 2010 on Date of Enactment.)

Purchases after April 30, 2010

Binding Contract Rule

None

So long as a written binding contract to purchase is in effect on April 30, 2010, the purchaser will have until July 1, 2010 to close.

Income Limits (Note: Increased income limits are effective as of date of enactment of bill)

$75,000 – single

$150,000 – married

Additional $20,000 phase out

$125,000 – single

$225,000 – married

Additional $20,000 phase

Out

Limitation on Cost of Purchased Home

None

$800,000

Effective Date of Enactment

Purchase by a Dependent

No Provision

Ineligible

Effective Date of Enactment

Antifraud Rule

None

Purchaser must attach documentation of purchase to tax return

*Courtesy of National Association of REALTORS® Government Affairs Division

  • Phone:  (513) 766-0647
  • Fax:     (513) 766-0627