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Document Information

Type: Tax bulletin / legal update
File Size: 2.45 MB
Summary

This document is page 7 of a tax bulletin (2018-1) summarizing changes made by the Tax Cuts and Jobs Act of 2017. It details specific changes (or lack thereof) regarding alimony taxation, principal residence sales exclusions, FIFO rules for securities, like-kind exchanges (noting the end of tax-deferred exchanges for art), and 529 Savings Plans. The document bears the Bates stamp HOUSE_OVERSIGHT_029444, indicating it was part of a document production for a House Oversight Committee investigation.

Timeline (2 events)

2017-12-31
Cutoff date for transition rule regarding like-kind exchanges of personal property.
USA
2018-12-31
Effective date for new alimony taxation rules under the Tax Cuts and Jobs Act.
USA

Key Quotes (3)

"In a surprise, none of these modifications were included in the Act. As a result, no changes were made to the principal residence exclusion rules."
Source
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Quote #1
"Under the Act, like-kind exchanges will be available only for real estate, not personal property. This will end, for example, like-kind exchanges of art."
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HOUSE_OVERSIGHT_029444.jpg
Quote #2
"The Act expands the type of expense that can be paid via a 529 Savings Plan and allows up to $10,000 per year to be used for elementary and high school tuition and specifically allows funds to be used for private and religious schools."
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Quote #3

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