"IRS 1031 Exchange "

What is it, How it works, Who qualifies, Types, Example, Rules, Cost, Form & How to Report ?

What is 1031 Exchange ?

A 1031 exchange is a provision in the United States Internal Revenue Code that allows for the exchange of certain types of property without triggering immediate tax liabilities. 

How IRS 1031 Exchange Works ?

In a 1031 exchange, an individual or entity can sell a relinquished property and use the proceeds to acquire another replacement property of like kind and equal or greater value. 

Who Qualifies for the 1031 Exchange ? 

Section 1031 exchanges applies to individuals, corporations, partnerships, limited liability companies (LLCs), and other entities that hold property for investment, business, or trade purposes.

Types of 1031 Exchanges

The types of 1031 exchanges include simultaneous exchanges, delayed exchanges, reverse exchanges, and construction or improvement exchanges, each offering different conditions.

What Does a 1031 Exchange Cost ?

Costs of 1031 exchange can vary depending on the complexity of exchange and services you require. Some common costs include fees for QIs, which typically range from $500 to $2,000 or more.

Benefits of 1031 Exchange

Benefits of 1031 Exchange include deferring capital gains taxes, preserving investment capital & facilitating portfolio diversification by allowing the exchange of one investment property for another.

How to Report 1031 Exchange ?

check rules & requirements

To report a 1031 exchange, file Form 8824 with the Internal Revenue Service (IRS) and include the relevant details of the exchange.

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