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US Tax

1031 Exchange Calculator

Model an IRC § 1031 like-kind exchange. See deferred vs recognized gain, boot, new basis, and total tax saved. Accurate as of April 2026.

Rates current as of April 2026

2026 federal IRS brackets (post-OBBBA permanent extensions) and all 50-state + DC statute rates. § 1031 rules per TCJA / IRS Rev Proc.

Relinquished property

The property you're selling.

Purchase + improvements + buy costs.

Total § 1250 recapture risk.

Replacement property

The property you're buying.

To fully defer, this must equal or exceed your net sale proceeds.

Cash you put in on top of the 1031 proceeds (from savings, new mortgage, etc.).

Tax profile

Determines rates on any recognized portion (partial exchange) and comparison with a full sale.

Tax Deferred

$207,158

Full exchange — zero tax owed today

Tax Due Now

$0

No boot received — fully deferred

New Basis in Replacement

$320,000

Carries over deferred gain for when you eventually sell

Exchange breakdown

Where every dollar of gain lands.
Realized gain$620,000
Boot received (cash not reinvested)$0
Recognized gain (taxable now)$0
- Depreciation recapture @ 25%$0
- Federal LTCG @ 0.0%$0
- NIIT 3.8%$0
- State tax (California)$0
Deferred gain (rolled forward)$620,000

Timeline reminders

45 days from sale closing to identify replacement property in writing to your Qualified Intermediary. 180 days total (including the 45) to close on one identified property. Miss either and the exchange fails — pay full tax.

Not tax or legal advice.

Structuring a 1031 exchange requires a Qualified Intermediary and often a tax attorney. Mistakes — including touching proceeds personally, missing deadlines, or receiving unexpected boot — can trigger full tax liability plus penalties. Always consult a 1031-specific CPA and QI before closing.

Frequently Asked Questions

What qualifies as 'like-kind'?

What are the 45-day and 180-day rules?

What is 'boot' and why does it matter?

Do I still pay depreciation recapture?

What's a Qualified Intermediary (QI)?

Can I defer forever?