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 AND you must use all of the 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. Click the view report button to see all of your results.
1031 Exchange Calculator
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.
- Description of Property
- Optional brief description of the property involved in this exchange.
- Sales Price
- The sales price of the investment property sold.
- Sales Costs and Commissions
- Expenses associated with the sale that are the responsibility of the seller. May include commissions, title insurance, closing costs, etc.
- Purchase Price
- The purchase price of the replacement investment real estate.
- Purchase Costs and Commissions
- Expenses associated with the purchase that are the responsibility of the buyer. May include commissions, title insurance, closing costs, etc.
- Less Liabilities/Mortgages
- Any liabilities or mortgages on the property.
- 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.
- Exchange Expenses
- Any expenses specifically associated with the 1031 is exchange. Typically the fee charged by the Qualified Intermediary to perform the 1031 Exchange.