First Time Homebuyer Tax Credit
Monday, February 23, 2009
by The Jansen Team
First Time Homebuyer Tax Credit
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$8,000 Homebuyer Tax Credit at a Glance
- A "First-Time Homebuyer" is defined as a person who has not owned a home for the past three years.
- The tax credit is equal to 10 percent of the home’s purchase price up to $8,000.
- The credit is available for homes purchased on or after January 1 and before December 1, 2009.
- Homebuyers may purchase any new or existing single dwelling home including condos and townhomes.
- The tax credit does not have to be repaid if the home isn’t sold within three years of purchase.
- The tax credit is "refundable" or claimable for the year of purchase regardless of the homebuyer’s tax liability.
- Single taxpayers with incomes up to $75,000 and married couples with incomes up to $150,000 qualify for the full tax credit.
- The homebuyers may participate in a mortgage revenue bond program such as NIFA and still be eligible for the tax credit.
First-Time Homebuyer Tax Credit FAQs
First-Time Homebuyers Guide
Mortgage Pre-Qualification
First-Time Homebuyers Information Request
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First-Time Homebuyer Tax Credit example:
A couple with joint income less than $150,000 annually.
The couple purchase a house for more than $80,000 on or after January 1, 2009 and before December 1, 2009. The couple qualifies for the full $8,000 tax credit.
Assume their 2009 federal tax liability is $12,000 without the tax credit, the $8,000 tax credit would lower their federal tax liability to only $4,000.
If the couple’s 2009 federal withholdings was exactly $12,000, they would have received no refund without the tax credit because their federal income taxes equal their federal withholdings exactly.
With the first-time homebuyer tax credit, the couple will get a tax refund of $8,000.
First-time homebuyers should consult their tax advisor for more information.
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