Flawless Section 1031 Exchanges For Over 30 Years

CLIENT TOOLS & FORMS

Tools

Qualification Tool
Use this handy tool to quickly determine if your situation qualifies for a Section 1031 Exchange.

45/180 Day Calculator
A successful Section 1031 Exchange requires a strict timing requirements. Use this tool to calculate your critical dates.

Capital Gains Calculator (XLS)
Use this handy tool to quickly determine your capital gains exposure.
 
Starting Your Exchange
To begin your exchange we will need to collect some very important information about you, your professionals and your transaction. Our new Confidential Exchange System will allow you to submit the required information online, please click here to continue.

If you would like to submit this information manually, download our Confidential Checklist. Please print this checklist and either email the completed document to exchange@section1031.com or fax to 603-444-6611.
 
ID Forms - Real Estate
3 Property Rule (Form#4) & 200% Rule (Form #5) - Identification Forms - Real Estate
After you have closed on your relinquished property, you have 45 days to identify new, replacement property, using either Form #4 for 1-3 potential replacements, or Form #5 for more than 3 potential replacements. If you utilize Form #5, the aggregate value of your selections will be capped at twice (200% of) the price of your relinquished property.

Click here to download both Form #4 & Form #5 combined.

There is a third Identification Rule (the 95% rule) which allows you to identify ANY number of properties at ANY value. However, you MUST CLOSE on 95% of the properties identified. Please discuss this with our staff if you are contemplating using this rule.
 
ID Forms - Personal Property
Form #4-P & Form #5-P - Identification Forms - Personal Property
 After you have closed on your relinquished personal property, you have 45 days to identify new, replacement property, using either Form #4-P for 1-3 potential replacements, or Form #5-P for more than 3 potential replacements. If you utilize Form #5, the aggregate value of your selections will be capped at twice (200% of) the price of your relinquished property.
 
Forms - Release of Escrow Authorization
Single Item Release of Escrow Funds- For Deposits & Purchasing Replacement Property
Please complete this form when you are requesting a release of your escrow funds for any reason.

5 Item Release of Escrow Funds
Please complete this form when you are requesting a release of your escrow funds for improvement Exchanges or multiple property purchases.

10 Item Release of Escrow Funds
Please complete this form when you are requesting a release of your escrow funds for improvement Exchanges or multiple property purchases.
 
Other Forms
Sales and Other Disposition of Assets
Here is the link to IRS Publication 544, "Sales and Other Disposition of Assets", which gives an overview of the rules governing exchanges.

IRS Form 8824
Here is the form-IRS Form 8824-which you are required to file with your taxes for the year in which the exchange begins.

Selling Your House
Here is the link to IRS Publication 523, "Selling Your House", which gives you insight to the rules governing the sale of your principle residence. Many exchanges are allocated partly to a house and partly to a business, so these rules can be important.