Client Tools

Confidential Checklist
Please review the items requested on the Confidential Checklist, as these things drive the content and distribution of the Exchange agreement. You must have an executed Exchange agreement in force before the first closing. This form can be completed online.

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

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

Form #4 & Form #5
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.

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.