Tax Free Exchange Package

This package is a useful and necessary tool for real estate sellers to complete a successful exchange and be able to use the proceeds from the sale of property to purchase a new property, thereby deferring the capital gains taxes, and sometimes even more importantly, avoiding the recapture of depreciation. This package can assist real estate owners to achieve their investment goals, such as greater leverage, diversification, improved cash flow, geographic relocation, and/or property consolidation. Please see the description on the product page for a list of forms included in your package.

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Top Questions about Tax Free Exchange Package

  • What qualifies for a 1031 exchange?

    A 1031 exchange qualifies for property sold and replaced by another property of equal or greater value. This means both properties must be investment or business properties, and personal property does not apply. Additionally, you must adhere to the strict timelines set by the IRS. US Legal Forms offers tools and resources to assist you in ensuring your exchange meets all necessary qualifications.