Berkeley

Step-Up In Basis

Step-up in basis for Berkeley homes — value at death, with room for improvement history in the supporting file.

Overview

Step-up in basis still centers on value at death, even when the house has a complicated improvement history. List what you know about additions and major work, avoid treating assessed value as a substitute for estate needs, and let a CPA and appraiser handle the technical pieces.

What to keep in mind

Note major improvements even if the paper trail is incomplete
Assessed value is usually not enough for estate tax basis support
A CPA and appraiser together beat internet calculators

More Berkeley estate resources

Explore additional guidance for estate and inherited-property questions in Berkeley.

Who usually leads this question

Step-up in basis and related tax reporting are CPA questions. An appraisal may support a real-estate figure, but tax treatment is not an appraisal decision.

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Questions about Step-Up In Basis in Berkeley?

Basis and tax-reporting questions belong with a CPA. Ian Bryzek covers step-up and related after-death tax records.

Read Ian’s step-up guide