1031 Exchange Tax Calculator
Change any input and the worksheet updates immediately. The value test, equity test, gain, boot estimate, and editable tax rates remain visible for review.
A large estimated tax does not automatically mean every dollar can be deferred. The property, taxpayer, timing, qualified-intermediary structure, replacement value, equity, debt, expenses, and cash retained all matter. A focused review connects the calculator output to the transaction that is actually being planned.
Start with estimated tax and gain. Then isolate boot, adjusted basis, reinvestment, deadlines, identification rules, or a possible DST allocation without hiding the inputs that drive the result.
Estimate realized, recognized, and deferred gain using entered amount realized, adjusted basis, exchange expenses, and boot components.
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Organize cash, non-like-kind property, and liability changes that may create boot in a Section 1031 exchange.
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Build an adjusted-basis worksheet from original basis, capital improvements, depreciation, and documented basis adjustments.
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Estimate exchange equity, replacement value, replacement debt, and potential reinvestment shortfalls before choosing replacement property.
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Calculate the standard 45-day identification and 180-day exchange deadlines from the relinquished-property transfer date, with return-due-date warnings.
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Organize candidate replacement properties under the three-property, 200-percent, and 95-percent identification rules.
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Calculate DST and direct-property equity allocations, debt replacement, reserves, and remaining exchange funds.
Open calculatorThe standard identification and exchange periods use calendar days. A weekend or holiday does not ordinarily move the date, and the applicable federal return due date can shorten the completion window. Calculate the dates, then confirm them with the qualified intermediary and tax adviser responsible for the file.
Calculate My DeadlinesA Delaware Statutory Trust may provide fractional access to professionally managed, institutional-quality real estate without another day-to-day landlord role. Some current offerings may accept investments around $100,000, while minimums, projected income, property type, leverage, hold period, fees, sponsor risk, eligibility, and suitability vary.
Use the worksheet to compare direct property, DST equity, allocated debt, and any uninvested exchange proceeds. Then request current opportunities and review the offering documents with the appropriate licensed and tax professionals.
These tools are designed to expose assumptions and organize a better conversation. They do not replace a return, legal opinion, qualified intermediary, appraisal, closing statement, or current offering document.
Get a Free Calculation ReviewThe estimate begins with sale price, selling costs, adjusted basis, and depreciation. Federal capital-gain treatment, unrecaptured Section 1250 gain, state tax, net investment income tax, property use, and the taxpayer's complete return can change the final amount. The calculator separates the major inputs so a tax professional can review the assumptions.
A common planning target is to acquire replacement real estate of equal or greater value and reinvest the available exchange equity. Debt, additional cash, qualifying exchange expenses, and money retained at closing can affect the result. Use the reinvestment worksheet to test both value and equity rather than relying on one purchase-price number.
Boot is money or other non-like-kind value received in the exchange. Cash retained, non-like-kind property, and net liability relief can create recognized gain, generally limited by realized gain. Closing costs and cash contributions require careful classification, so the calculator should be reconciled with both settlement statements.
A qualifying exchange generally defers gain instead of erasing it. Depreciation and gain character can carry into the replacement-property basis, and any currently recognized amount may require separate character analysis. The editable rate fields provide an illustration, not a filed-return calculation.
The standard periods begin when the relinquished property is transferred. Replacement property is generally identified within 45 calendar days and received by the earlier of day 180 or the applicable return due date, including extensions. Specific disaster relief or a complex transaction must be reviewed separately.
Yes. An early review can expose missing basis records, an unrealistic replacement-property budget, debt-replacement concerns, or a deadline problem before a sale contract limits the available choices. The initial calculation review is free.
Call now or send the numbers you already have. The conversation can begin before listing, while under contract, during identification, or while comparing replacement-property options.