Form preview

Get the free Sale of Principal Residence

Get Form
This form is used to report the sale of a principal residence, including details such as the property address, ownership percentage, and sale price.
We are not affiliated with any brand or entity on this form
4,4
98,753 Reviews
4,5
11,210 Reviews
4,6
715 Reviews
4,6
789 Reviews

Get, Create, Make and Sign sale of principal residence

Edit
Edit your sale of principal residence form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your sale of principal residence form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit sale of principal residence online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Here are the steps you need to follow to get started with our professional PDF editor:
1
Log in. Click Start Free Trial and create a profile if necessary.
2
Upload a file. Select Add New on your Dashboard and upload a file from your device or import it from the cloud, online, or internal mail. Then click Edit.
3
Edit sale of principal residence. Add and change text, add new objects, move pages, add watermarks and page numbers, and more. Then click Done when you're done editing and go to the Documents tab to merge or split the file. If you want to lock or unlock the file, click the lock or unlock button.
4
Save your file. Select it in the list of your records. Then, move the cursor to the right toolbar and choose one of the available exporting methods: save it in multiple formats, download it as a PDF, send it by email, or store it in the cloud.
With pdfFiller, it's always easy to work with documents. Try it!

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
Learn more about security & compliance
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out sale of principal residence

Illustration

How to fill out sale of principal residence

01
Gather necessary documents: Collect documents related to the purchase and sale of your home, including the original purchase agreement, closing documents, and any receipts for home improvements.
02
Determine your eligibility: Ensure that you meet the requirements for the sale of a principal residence exemption under IRS guidelines or relevant tax authority in your country.
03
Calculate your gains: Subtract your adjusted basis (purchase price plus improvements) from the sale price to determine your capital gains.
04
Complete the appropriate tax forms: Fill out the required forms, like the IRS Form 8949 and Schedule D for U.S. taxpayers, to report the sale of your home.
05
Consider exclusions: If eligible, calculate the exclusion amount (up to $250,000 for individuals or $500,000 for married couples filing jointly) to reduce taxable gains.
06
Keep records: Maintain copies of all documentation related to the sale for future reference or audits.

Who needs sale of principal residence?

01
Homeowners selling their primary residence
02
Individuals seeking to benefit from capital gains tax exclusions on the sale of their home
03
People who have recently moved or changed their living situation and need to report their home sale on their tax returns
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.9
Satisfied
50 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

With pdfFiller, an all-in-one online tool for professional document management, it's easy to fill out documents. Over 25 million fillable forms are available on our website, and you can find the sale of principal residence in a matter of seconds. Open it right away and start making it your own with help from advanced editing tools.
You certainly can. You get not just a feature-rich PDF editor and fillable form builder with pdfFiller, but also a robust e-signature solution that you can add right to your Chrome browser. You may use our addon to produce a legally enforceable eSignature by typing, sketching, or photographing your signature with your webcam. Choose your preferred method and eSign your sale of principal residence in minutes.
It's easy to make your eSignature with pdfFiller, and then you can sign your sale of principal residence right from your Gmail inbox with the help of pdfFiller's add-on for Gmail. This is a very important point: You must sign up for an account so that you can save your signatures and signed documents.
The sale of a principal residence refers to the transaction in which an individual sells their primary home, which is considered their main place of residence.
Individuals who have sold their principal residence and may need to report the sale for tax purposes, especially if there was a gain from the sale, are required to file the sale of principal residence.
To fill out the sale of principal residence, taxpayers typically need to complete IRS Form 8949 and Schedule D, providing details about the sale date, purchase date, selling price, and any expenses related to the sale.
The purpose of reporting the sale of a principal residence is to determine the capital gains or losses from the sale, which may be subject to taxation under specific guidelines set by tax authorities.
Information that must be reported includes the purchase date, selling date, selling price, cost basis (purchase price plus improvements), and any realized gain or loss from the sale.
Fill out your sale of principal residence online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview

Sale Of Principal Residence is not the form you're looking for?Search for another form here.

Related Features

Add Print in the Golf Gift Certificate with ease
Clean Data in the Car Wash And Detail with ease
Clean Data in the Operational Plan with ease
Clean Data in the Glamping Business Plan with ease
Link Word in the Affidavit Templates with ease

Relevant keywords

principal residence property sale real estate tax report ownership percentage sale price property designation year of acquisition Canada Revenue Agency form 2023

Related Forms

Form preview
can i email an applicant initiated interview request form
Find fillablearmytarptrainingcertificatejobs at
Fill Now
Form preview
REQUEST FOR ACCESS TO AN ABANDONED APPLICATION ... - uspto
Pto/sb/68 (02-10) approved for use through 07/31/2012. omb 0651-0031 u.s. patent and trademark office; u.s.
Fill Now
Form preview
2014 provisional application for patent cover sheet form
Doc code: tr.prov document description: provisional cover sheet (sb16) pto/sb/16 (11-08) approved for use through
Fill Now
Form preview
request for continued examination form
Address to: mail stop race commissioner for patents p.o. box 1450 alexandria, va 22313-1450 request
Fill Now
Form preview
ptosb20pct jp form
Doc code: pph.pct.652 pto/sb/20pct-jp (05-10) approved for use through 01/31/2015. omb 0651-0058 u.s. patent and
Fill Now
Form preview
central bank of india account opening form filling sample
From representation in a patent application. summary: the u.s. patent and trademark office (office) is
Fill Now
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.