Quote from @Matthew Hamilton: There isn’t really a “penalty” for having the property as a rental for three years, but you may lose eligibility for the federal capital gain exclusion if you hold it too long.Here’s how it works:The IRS allows you to exclude up to $250,000 of gain if single or $500,000 if married filing jointly when selling your primary residence, as long as you’ve owned and lived in it for at least two of the five years leading up to the sale.Since you moved out in March 2023, you’d still meet that “2 out of 5 years” rule if you sell by March 2026.

Search the county probate court recordsMost probate filings are public.In many counties (including Alabama), you can search online for:the deceased owner’s nameestate filingsopen probate casesIf it’s in probate, you’ll usually see an estate case with a personal representative listed.2.

Pretty sure I'd butcher that process if we try filing through TurboTax again. -- A focus of my family's 2026 investing strategy is tax efficiency.

Also keep an eye on public records for pre-foreclosures or probate filings; those are often low-cost, high-ROI sources if you’re willing to put in a bit of legwork.

Hi Joshua — when you’re choosing a CPA for real estate investing, here are a few key things to look for:• Someone who actively works with clients investing across multiple states — that’s huge for correct filing and strategy• Experience with cost segregation studies and how they flow through returns (especially if you use bonus depreciation)• Understanding of passive vs. non-passive activity rules, so you can actually use your losses instead of watching them get suspended• Knowledge of short-term rental tax rules if you’re in that space — the material participation tests work differently and can save a lot in taxes• A CPA who meets with you during the year, not just at tax time — planning beats reacting every timeIf you ask these questions in your interviews with CPAs, you’ll be able to quickly separate true real-estate specialists from generalists.Hope that helps — and good luck with your next purchase!

Maybe its time to file that with the county.

(your words)A syndication requires you to hire an attorney to file Reg D paperwork properly. 

I follow the lease agreement (rent due on the 1st, late on the 6th, eviction filing on the 10th).Separately, I suggest building up more reserves.

https://drive.google.com/file/d/1gFQnc2We8UwRdf_agSS8is3UCqD... 

Under the One Big Beautiful Bill Act (OBBBA), the rules for the tax deductibility of charitable donations change starting in 2026 — and for someone giving about 10% of their gross income each year, it meaningfully affects how much of that giving will reduce taxable income (and thus lower taxes).Under the new law, if you don’t itemize deductions (i.e. you take the standard deduction), you will be allowed a new “above-the-line” deduction: up to $1,000 for single filers or $2,000 for those married filing jointly.