1031 Exchange Calculator

Calculate tax savings from a 1031 exchange and determine if you qualify to defer capital gains taxes.

1031 Exchange Details
Tax Comparison
Without 1031 Exchange
Capital Gain:$200,000
Capital Gains Tax (15%):$30,000
Depreciation Recapture:$50,000
Recapture Tax (25%):$12,500
Total Tax Due:$42,500
With 1031 Exchange
Tax Deferred:$42,500
Boot (Cash Out):$0
Tax on Boot:$0
Additional Cash Needed:$115,000
Net Tax Savings:$42,500
1031 Exchange Qualification
Qualifies for 1031 Exchange
Equal or Greater Value:✓ Pass
Equal or Greater Debt:✓ Pass
1031 Exchange Rules

Key Requirements:

  • • Like-kind property (investment to investment)
  • • 45-day identification period
  • • 180-day exchange completion
  • • Use qualified intermediary
  • • Equal or greater value property

Benefits:

  • • Defer capital gains taxes
  • • Defer depreciation recapture
  • • Build wealth through leverage
  • • Portfolio diversification
  • • Estate planning advantages
⚠️
⚠️ For Planning Purposes Only

These calculations are estimates for educational and planning purposes. Always consult with qualified financial professionals before making financial decisions.