---
title: "Record buyer and price facts without a concession finding"
url: "https://ailawframework.com/practice/residential-conveyancing-and-property/assess-first-home-buyer-transfer-duty-concession-eligibility/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A9-OB20261022-3-US"
practice_area: "Residential Conveyancing & Property"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Record buyer and price facts without a concession finding

> Record the price, whether the contract says the buyer will occupy the property, and any concession the contract mentions. Do not say the buyer is eligible for a concession.

Canonical page: https://ailawframework.com/practice/residential-conveyancing-and-property/assess-first-home-buyer-transfer-duty-concession-eligibility/united-states  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Residential Conveyancing & Property](https://ailawframework.com/practice/residential-conveyancing-and-property.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | Record the price, whether the contract says the buyer will occupy the property, and any concession the contract mentions. Do not say the buyer is eligible for a concession. |
| What the lawyer must review | You decide eligibility after you open the state statute. No transfer-duty concession, and no first-home rate, was opened. Section 1445 is federal withholding on a disposition by a foreign person. It is not a buyer concession and it is not a state transfer tax. Do not use it to reduce the price. Model Rule 1.4(b) is the explanation that the concession question is still open. A status that is not in the file, such as a prior home, is not assumed. |
| Written for | United States |
| Applies to | [Assess first home buyer transfer-duty concession eligibility](https://ailawframework.com/practice/residential-conveyancing-and-property/assess-first-home-buyer-transfer-duty-concession-eligibility.md) |

## Checking plan

- What the AI does: Record the price, whether the contract says the buyer will occupy the property, and any concession the contract mentions. Do not say the buyer is eligible for a concession.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- Do not compute a duty. No rate was opened.
- Occupancy words in the contract are not an eligibility finding.

## Sources

- [26 U.S.C. § 1445 (withholding on dispositions of United States real property interests)](https://www.law.cornell.edu/uscode/text/26/1445) (checked 2026-10-22)
- [ABA Model Rule 1.4, Communications](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_4_communications/) (checked 2026-10-22)
- [ABA Formal Opinion 512, Generative Artificial Intelligence Tools (29 July 2024)](https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf) (checked 2026-10-22)

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*