Risk & Business Magazine Cain Insurance Summer 2019 Magazine | Page 26

SELLING YOUR RENTAL PROPERTY S E L L I N G YO U R RENTAL PROPERTY BY: BENJAMIN JACOBS, CPA O wning a rental property can be a rewarding and profitable undertaking. When the time comes to retire, after years of meeting tenants and maintaining the property, the last thing anyone would want is a surprise on the way out. initial renovations, etc.) are reported as its adjusted cost base (ACB). Future capital additions are added to this base as well (for example, the installation of an air conditioning system). This represents the capital cost of the property and the CCA is calculated as a percentage of this amount, representing the depreciation expense each year of the property. The CCA claimed is deducted from the ACB, leaving an undepreciated capital cost amount (UCC). Throughout the years of owning your rental property, you may have reported an expense amount for depreciation, or capital cost allowance (CCA). It is often confusing to owners as to where this amount comes from, and how it is calculated, or whether it should be claimed at all. The benefit of using this expense each year that it reduced your rental income. It cannot create a loss situation for the rental but can reduce the income to nil. This sounds great, but claiming this expense isn’t all upside. When a rental property is purchased, the costs involved (property costs, legal fees, HIGHER THAN ACB PROCEEDS 400,000 ACB 300,000 UCC 200,000 BETWEEN ACB AND UCC When you sell your property, these balances are used to calculate the taxes on the sale. If no CCA was claimed on the property, the calculation is simple; sale proceeds less ACB equals a profit or loss that is treated as a capital gain. A capital gain has preferential tax treatment as only half of a gain is taxed as income. This can become more complicated when CCA calculations come in to play. There are several possibilities for tax treatment of the sale of a property. The following table shows the different results from selling a rental property originally purchased at $300,000 and having claimed $100,000 in CCA over the years of ownership, leaving a UCC balance of $200,000. LOWER THAN UCC 250,000 150,000 300,000 300,000 200,000 200,000 RESULT CAPITAL GAIN (50% taxable) RECAPTURE (100% taxable) TERMINAL LOSS (100% deductible) 100,000 (P-ACB) 100,000 (ACB-UCC) - - 50,000 (P-ACB) - - - 50,000 (UCC-P) As you can see, there is only a capital gain if the proceeds are higher than the ACB, and it is only a portion of the overall profit. The recapture is fully taxable, as it is based on the amount of over depreciation CCA that has been claimed throughout the ownership of the property. A terminal loss, on the other hand, indicates that the property was under depreciated. Real life may be more complicated than the simplified situation above. Situations such as gifting a property, selling property at a discount, or changing the use of a property can add complexity. It is always a good idea to seek out professional advice to ensure you are ready for the outcome. + 26