Taxes

Step-Up in Basis

The rule that resets an inherited asset's cost basis to its value on the date of death, erasing prior appreciation for tax purposes.

Capital gains tax is calculated on the difference between what you paid for something and what you sold it for. That purchase figure is the cost basis. When an asset passes at death, the basis generally resets to the asset's fair market value on the date of death — the step-up — so all the appreciation that accumulated during the owner's lifetime effectively disappears for tax purposes.

Consider a house bought decades ago and worth many times that today. Sell it during life and the gain is taxable. Leave it to a child who sells soon after inheriting and the basis is the date-of-death value, so little or no gain remains to tax. Nothing about the property changed, only the basis.

Crypto is squarely inside this rule. The IRS treats digital assets as property, so tokens bought early and held through significant appreciation receive the same treatment as stock or real estate. Heirs inherit at date-of-death value rather than at the original purchase price. The practical obstacle is proof — establishing what a holding was worth on a specific date requires records the executor may have to assemble themselves.

The step-up is also why gifting appreciated assets during life is not automatically clever. A lifetime gift generally carries your original basis to the recipient; holding until death does not. Community property states treat married couples more favorably still, and this area draws recurring legislative proposals, so verify the current position first.

Frequently asked

Does my crypto really get a step-up in basis?
Under current rules, yes — digital assets are treated as property, so an inherited holding takes a basis equal to its fair market value at the date of death, the same as an inherited stock portfolio. The complication is evidentiary. Your executor needs to establish that value credibly, which means knowing the wallet or account existed, what it held, and where a defensible price for that date can be sourced.
Is it better to gift an appreciated asset or leave it in my will?
For basis purposes, leaving it usually wins. A gift generally transfers your original basis along with the asset, so the recipient inherits the built-in gain and pays tax on it when they sell. Passing the same asset at death typically resets the basis and wipes that gain out. The calculus flips if estate tax exposure is a live concern, which is precisely the tension a tax advisor exists to resolve.
What happens if nobody knows what the asset was worth when I died?
The burden lands on your executor, and without documentation the IRS may treat the basis as zero — meaning the entire sale price is taxed as gain. This is a real risk for assets without obvious pricing: private business interests, collectibles, thinly traded tokens, NFTs. Recording what you hold and where its value can be verified is not busywork; it directly protects the people inheriting from an avoidable tax bill.

This glossary is general information, not legal advice. Estate planning rules vary by state and change over time. Legacy Suite is not a law firm — for questions about your own situation, speak with a qualified estate planning attorney.

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