How to Report a 1031 Exchange on IRS Form 8824
The tax-return step that trips people up: which year you file, the lines that matter, and a worked gain/basis example to hand your CPA.
Read articleIn-depth articles on every aspect of 1031 exchanges. Written by a Certified Exchange Specialist, based on 5,000+ real exchanges.
The tax-return step that trips people up: which year you file, the lines that matter, and a worked gain/basis example to hand your CPA.
Read articleSingle-member LLCs are easy. Multi-member partnerships are the hard case — here's the same-taxpayer rule and the way out.
Read articleWhen co-owners want different outcomes, the drop-and-swap lets each run their own exchange. The structure, the timing risk, and how to defend it.
Read articleYou only have to satisfy one of the three. How each works, how to write an identification that holds up, and the mistakes that void them.
Read articleIf you're new to 1031 exchanges, start here. The mechanics, who qualifies, what you save, and when it makes sense.
Read articleThe #1 deadline that kills 1031 exchanges. How it works, what identification must include, and how to never miss it.
Read articleBoot is the silent tax killer in 1031 exchanges. Cash boot, mortgage boot, and how to structure around both.
Read articleQI fees, legal fees, and hidden costs. Real pricing ranges by exchange type and what to watch out for.
Read articleEvery failed 1031 I've seen traces back to one of these seven mistakes. Avoid them and your exchange will close.
Read articleHow rental property investors use 1031 exchanges to scale, diversify, and eventually retire from active landlording.
Read articleBoth defer capital gains. Both have strict rules. Here's how they differ and which wins in which situation.
Read articleA step-by-step checklist I give every client. Every action you need to take, in order.
Read articleThe IRS doesn't publish a bright line. Here's what “intent to hold for investment” actually means in practice.
Read articleMost investors focus on capital gains. Depreciation recapture at 25% is often the bigger savings from a 1031.
Read articlePractical 1031 tips, deadline reminders, and strategy pieces, roughly twice a month. No fluff.