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1031 Exchange Calculator

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This 1031 Exchange calculator will estimate the taxable impact of your proposed sale and purchase. To pay no tax when executing a 1031 Exchange, you must purchase at least as much as you sell (Net Sale) AND you must use all of the cash received (Net Cash Received). If you take cash out and/or you purchase less than you sell, it is considered recognized gain and will be taxed. By changing any value in the following form fields, calculated values are immediately provided for displayed output values.

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By changing any value in the following form fields, calculated values are immediately provided for displayed output values. Click the view report button to see all of your results.

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1031 Exchange Full or Partial

*indicates required.

Investment Real Estate Sold:

Date of sale:*This entry is required.Please enter a valid date for Date of sale

Description of Property:

Adjusted Basis:*This entry is required.Enter an amount between $0 and $1,000,000,000

Sales price:*This entry is required.Enter an amount between $0 and $1,000,000,000

Sales cost, commissions and exchange fee:*This entry is required.Enter an amount between $0 and $1,000,000,000

Net Sale:

Liabilities and Mortgages:*This entry is required.Enter an amount between $0 and $1,000,000,000

Net Cash Received:

Investment Real Estate Purchased:

Date of purchase:*This entry is required.Please enter a valid date for Date of purchase

Descrption of Property:

Purchase price:*This entry is required.Enter an amount between $0 and $1,000,000,000

Purchase cost and commissions:*This entry is required.Enter an amount between $0 and $1,000,000,000

Net Cost:

Liabilities and Mortgages:*This entry is required.Enter an amount between $0 and $1,000,000,000

Net Cash Reinvested:

**FIG_GRAPHTITLE** Column Graph: Please use the calculator's report to see detailed calculation results in tabular form.

Recognized Gain and Basis

1031 Exchange Calculator Definitions

Date of sale

Date the investment real estate will be sold.

Date of purchase

Date the purchase of the replacement property(ies) will take place. Exchange must be completed within 180 days from date of sale and meet all other exchange requirements to qualify for tax deferral.

Description of Property

Optional brief description of the property involved in this exchange.

Adjusted Cost Basis

The adjusted basis of investment real estate being sold. Your tax professional can help you calculate this value based on improvements made and allowable deductions taken during your ownership period.

Sales price

The contracted sales price of the investment property sold.

Sales cost, commissions and exchange fee

Expenses associated with the sale that are the responsibility of the seller. May include commissions, title insurance, closing costs, exchange fee, etc. This should not include items paid at closing that are not subtracted from the basis of the property. Generally this would include items that would be expensed such as interest, escrow and insurance payments.

Net Sale for Property Sold

The contracted sales price minus sales costs, commissions and exchange fee.

Net Cash Received

Net sale minus liabilities or mortgages on the investment real estate sold. This amount goes into the exchange account and, to avoid any tax, must all be reinvested into the investment real estate purchased.

Purchase price

The contracted purchase price of the replacement investment real estate.

Purchase cost and commissions

Expenses associated with the purchase that are the responsibility of the buyer. May include commissions, title insurance, closing costs, etc. This should not include items paid at closing that not added to the basis of the property. Generally this would include items that would be expensed such as prepaid interest, escrow and insurance payments.

Net Cost for Property Purchased

The contracted sales price minus sales costs, commissions and exchange fee.

Net Cash Reinvested

Net sale minus liabilities or mortgages on the investment real estate purchased in the exchange. To avoid any tax, this amount must be greater than than the net cash generated by the property being sold.

Less Liabilities/Mortgages

Any liabilities or mortgages on the property.

Recognized Gain

The taxable amount of the transaction. If there is no 1031 exchange, it is the difference between the net sales price and the adjusted cost basis. If a 1031 exchange is performed, it is any amount purchased less than the net sale OR any amount of cash taken from the net proceeds (often referred to as "boot").

Basis of Property Sold

This is the original adjusted basis plus any amount purchased greater than the net sale.