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2008 Housing Assistance Tax Act

 

Is it a Credit or is it a Loan?

2008 Housing Assistance Tax Act.  It’s not a true credit, but a loan!

 Time is soon running out on the current 2008 housing act which began in April 1, of 2008 and will end July 1, 2009. It is currently up for debate as to whether congress will extend or amend this tax credit for first time home owners.

Who qualifies for this tax credit? A “first time homeowner” is defined as follows; one who has not had an ownership interest in a principal residence within the previous three years. What this means is, that if one owned a primary residence prior to three years ago (measured from the date of purchase) or a genuine first time homeowner they can receive a credit equal to 10% of the purchase price of the residence home, not to exceed $7,500.00

 Now keep in mind, this is not exactly a free credit on your taxes just for purchasing a new home! Taxpayers must repay the tax credit at the rate of 6.67% per year for 15 years. No interest is charged. Repayment of credits claimed on a 2008 return will begin in 2010 and in 2011 for a credit claimed on a 2009 returns. Confused! A tax credit of $6,000.00 would be repaid at the rate of $400.20 per year for 15 years. (6.67 percent paid each year for 15 years).

 The full amount of the tax credit is available to single tax filers with adjusted gross income up to 75,000.00, with a phase-out of the credit up to $95,000.00 (no credit available at this level for single filer). Limits for persons filing a joint return are full credit with an adjusted gross income of $150,000., and phase-out up to $170,000. (no credit available at this level) If the amount of the tax credit exceeds the individual’s tax liability for that year, then a tax credit is received for the difference.  

 Individuals wishing to learn more about this “Housing Assistance Tax Credit” are urged to speak with their accountant or tax preparer before filing for your 2008 taxes. If you have made a purchase within the guidelines spelled out above. There is no pre-qualifying, simply claim where indicated on your IRS 1040 form, plus supplement forms for verification.  The law does allow anyone considering a purchase after the April 15th deadline for 2008 to elect the purchase to qualify as if purchased before December 31, 2008. Purchases between January 1, 2009 and June 31, 2009 can qualify and or buy extension filings.

 This can be a very helpful credit and loan for folks who have already purchased or are planning a purchase of a primary residence within the first time homeowners guidelines provided by Housing Assistance Act of 2008.

 Kathryn Shanaberger, Southern Mountains Realty provide professional full service real estate for residential, vacation or investment properties located in parts of western North Carolina and northeast Georgia mountains.  Looking for the perfect location to purchase a vacation home, call to learn more about the enchanting communities nestled in the foothills of the Appalachian Mountains. Visit Kathryn at www.southernmountains.com, (828-837-1554) read more from her blog dedicated to up-front honest real estate advise and access to (2) multiple listing databases covering these beautiful mountains from Ellijay, GA to Murphy, NC and beyond.

Kathryn Shanaberger

Southern Mountains Realty
828-837-1554
mountains@dnet.net

 

Helping you buy and sell real estate in NC & GA. Proud member of the National Association of Realtors and a licensed broker in good standing in the states of Georgia and North Carolina.  

Copyright©  February 2, 2009 Southern Mountains Realty

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