Richard "RJ" Freedkin, Realtor - SECRETS OF SOPHISTICATED HOME BUYERS

The first item to understand is that even if you have no deductions (like most renters) the federal tax code, as of this chapter writing (2022), gives you $12,000 in deductions from your income. Let's see how this works and affects your income and income taxes:

Renting

Let's assume you are renting and have no tax deductions. You make $80,000 per year and you are in a 20% tax bracket. You would get the standard $12,000 deduction from income so that you would end up paying taxes on $68,000 of income. This means you would be paying $13,600 in income taxes per year thus netting you $66,400 per year or $5,533.33 per month. Here is how that is calculated: • $80,000 - $12,000 (standard deduction) = $68,000 income. • $68,000 (taxable income) x 20% = $13,600 taxes • $80,000 - $13,600 taxes = $66,400 n $66,400 net income per year • $66,400 / 12 = $5,533.33 p $5,533.33 per month net income

Vs. Ownership

If you purchase a home and pay $10,000,00 in interest per year and pay $7,000 in real estate taxes per year, you may be entitled to deduct $17,000.00 from your income. This reduction results in taxable income of not $80,000.00 but $63,000.00. If you are in the same 20% tax bracket you will now pay:

• $80,000 - tax deductions of $17,000 = $63,000 taxable

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