Exchange Planning, Made Visible
Change any input and the worksheet updates immediately. Intermediate figures stay visible so you can spot an assumption that needs professional review.
Move from a high-level gain estimate into focused basis, boot, reinvestment, deadline, identification, and DST allocation worksheets.
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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A 1031 estimate is only useful when you can trace the result back to sale price, adjusted basis, depreciation, debt relief, replacement value, and cash retained. Our calculators expose those intermediate values instead of hiding them behind one oversized number.
Review MethodologyOrganize candidate replacement properties under the three-property, 200%, and 95% rules before midnight on day 45.
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