1031 Exchange Calculator

The proceeds from the sale of an investment property are subject to a combination of state and federal capital gains taxes, Medicare tax, as well as the tax on the recapture of depreciation and other fees. This calculator is a guide to estimate your potential capital gains tax obligations and weigh your options for reinvestment. Please consult with your tax and legal advisors prior to entering into an exchange.

Taxable Gain If Property Sold

Selling Price

Subtract Selling Cost

ADJUSTED SELLING PRICE

Original Cost Basis

Add Improvements

COST BASIS + IMPROVEMENTS

Substract Depreciation Authorized/Taken

ADJUSTED BASIS

TOTAL TAXABLE CAPITAL GAIN

Tax On Gain

Capital GainTax on Profit

Recapture Section 1250 Depreciation

State Income Tax Rate

ESTIMATED TAX due if property is sold (or amount deferred if exchanged)

Before and After Tax Proceeds

Selling Price

Subtract - Balance due on all loans

EQUITY

Subtract - Selling Cost

Proceeds Before Tax

Subtract - Total Tax Due

NET PROCEEDS AFTER TAX IF PROPERTY IS SOLD

Exchange Reinvestment Requirements

For deferral of all gain, the replacement property(ies) must cost at least

The amount of cash that you must reinvest must be at least