What is Qualified Rehabilitation? A Comprehensive Legal Overview

Definition & Meaning

The term "qualified rehabilitation" refers to the process of restoring a building that meets specific criteria set by the Internal Revenue Code. To qualify, the building must have been in use for at least 20 years prior to the start of rehabilitation work. The rehabilitation must retain a significant portion of the building's original structure, including:

  • At least 50 percent of the external walls must remain intact.
  • At least 75 percent of the external walls must be preserved as either internal or external walls.
  • At least 75 percent of the internal structural framework must be retained.

Additionally, the costs incurred during the rehabilitation must exceed 25 percent of the building's adjusted basis.

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Real-world examples

Here are a couple of examples of abatement:

Example 1: A property owner purchases a historic building that was originally constructed in 1900. They begin rehabilitation in 2022, ensuring that they retain 80% of the external walls and 90% of the internal framework. Their rehabilitation expenses total 30% of the building's adjusted basis, qualifying them for tax incentives.

Example 2: A developer plans to renovate a commercial building built in 1980. They maintain 60% of the external walls and 80% of the internal structure during the renovation, with costs amounting to 25% of the adjusted basis. This project meets the criteria for qualified rehabilitation. (hypothetical example)

Comparison with related terms

Term Definition
Historic Rehabilitation Refers to restoring buildings designated as historic, often with different criteria and benefits.
Tax Credit A reduction in tax liability that can be claimed for qualified rehabilitation expenses.

What to do if this term applies to you

If you are considering a rehabilitation project, first assess whether your building meets the criteria for qualified rehabilitation. Keep detailed records of your expenses and the structural elements retained during the renovation. You can explore US Legal Forms for templates that assist with applications for tax credits. If your situation is complex, consulting a legal professional may be beneficial.

Quick facts

  • Minimum age of building: 20 years
  • Retention of external walls: 50% minimum
  • Retention of internal framework: 75% minimum
  • Expenditure requirement: 25% of adjusted basis

Key takeaways

Frequently asked questions

The main benefit is eligibility for tax credits that can significantly reduce the cost of renovation.