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HR 3526119th CongressIn Committee

Uplifting First-Time Homebuyers Act of 2025

Introduced: May 20, 2025
Economy & Taxes
Standard Summary
Comprehensive overview in 1-2 paragraphs

The Uplifting First-Time Homebuyers Act of 2025 would amend the Internal Revenue Code to raise the lifetime limit on qualified first-time homebuyer distributions from 10,000 to 50,000. These distributions are exceptions to the 10% early withdrawal penalty for certain retirement-plan withdrawals used for buying a first home. The bill applies to taxable years beginning after December 31, 2024 (i.e., starting with 2025). The change aims to make it easier for first-time homebuyers to access retirement funds without penalty, though the distributions would still be subject to ordinary income tax. The bill was introduced in the House by Ms. Van Duyne and referred to the Committee on Ways and Means. The text provided contains only this provision, with no additional provisions included.

Key Points

  • 1The limit for qualified first-time homebuyer distributions is increased from $10,000 to $50,000.
  • 2The amendment applies to taxable years beginning after December 31, 2024 (starting with 2025 tax year).
  • 3Distributions would still be treated as taxable income; only the 10% early withdrawal penalty is waived up to the new limit.
  • 4The definition of “first-time homebuyer” remains as in current law (generally someone who has not owned a principal residence in a specified prior period).
  • 5The bill contains no additional provisions beyond this increase and its effective date.

Impact Areas

Primary group/area affected: Potential first-time homebuyers who plan to use retirement funds (IRAs and other qualified plans) to finance a home purchase, including down payments and closing costs.Secondary group/area affected: Individuals with retirement accounts who consider early withdrawals for housing; financial planners, lenders, and tax professionals advising on early-distribution strategies.Additional impacts:- Potentially higher use of retirement funds for home purchases, which could affect long-term retirement savings and planning.- Possible loss of some penalty revenue for the federal government due to the expanded penalty exemption.- Administrative considerations for tracking lifetime limits per individual and ensuring proper tax treatment (income tax vs. penalty relief).
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