Each worksheet is clickable, source-backed, transparent about assumptions, and designed to hand cleaner inputs to the professionals responsible for the transaction.
Start with gain and boot, then move into basis, reinvestment, deadlines, identification rules, or DST allocation.
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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Compare direct-property and DST allocations, estimated replacement debt, concentration, liquidity reserves, and closing status.
Open calculator ↗Send the sale, basis, debt, replacement, and deadline facts you have. We will identify which assumptions should be reviewed with your tax and exchange professionals.