1031 exchange tools
Calculators and templates that keep deadlines, underwriting, and documentation organized. Every tool is educational. Confirm details with your intermediary, lender, attorney, and CPA.
Boot Calculator
Calculate boot (cash received, mortgage relief) and estimate tax implications for your 1031 exchange.
Exchange Cost Estimator
Calculate QI fees, escrow costs, title insurance, recording fees, and other closing costs for your exchange.
Identification Rules Checker
Validate your replacement property identification against the 3-property, 200%, or 95% identification rules.
Depreciation Recapture Estimator
Estimate depreciation recapture tax on your relinquished property and understand how 1031 exchanges can defer this tax.
Replacement Property Value Calculator
Calculate the minimum replacement property value needed to defer all gain in your 1031 exchange.
Debt Relief Calculator
Calculate mortgage boot when new debt is less than old debt and understand debt relief tax implications.
45 and 180 day deadlines
Enter your relinquished closing date to calculate the IRS deadlines in UTC.
Identification deadline
February 19, 2026
45 days after closing
Replacement closing deadline
July 4, 2026
180 days after closing
Timeline tracker
Visualize major actions between the relinquished sale and replacement closing.
Sale closed
Jan 5, 2026
Funds move directly to the intermediary.
Identification plan drafted
Jan 20, 2026
Begin documenting potential replacement properties.
45 day deadline
Feb 19, 2026
Identification letter delivered to intermediary.
Financing and diligence complete
May 5, 2026
Appraisals, inspections, and lender approvals on file.
180 day deadline
Jul 4, 2026
Replacement property closing complete.
Identification rule refresher
These summaries are informational only. Confirm details with your Qualified Intermediary and advisors.
Three property rule
Identify up to three properties without regard to value. You may close on any or all of them.
Two hundred percent rule
Identify any number of properties as long as the combined fair market value does not exceed 200% of the relinquished value.
Ninety five percent rule
Identify any number of properties at any value. You must acquire at least 95% of the total value identified.
Identification letter helper
Draft a simple letter for your intermediary. Confirm the final format with your intermediary and counsel.
To: [Qualified Intermediary] From: [Investor] Relinquished property: [Property address] Replacement properties: [List addresses, legal descriptions, or contract references] This letter is delivered within the forty five day identification period. Please acknowledge receipt.