1031YR | RexCo 1031

Summary of 1031 Exchange benefits estimated with your tax returns

Please fill out the first 4 boxes below

This is a tax estimate to be used for discussion purposes only.

Please do not consider this tax planning or advice for your personal situation. You should seek input and counsel from your personal tax advisor, and only rely on information provided by a licensed professional such as a CPA or Enrolled Agent, who is familiar with your entire tax return and knowledgeable about the most up to date tax requirements. This assessment assumes you are paying California State income taxes. State income taxes differ from state to state, and our estimator is most useful for California residents. The amount we estimate as your tax liability may be impacted by other tax deferrals, loss carry forward benefits, or sales or gain from other properties. Be sure to check with your tax professional before undertaking a 1031 exchange.

Information about your current property

Important 1031 Exchange Requirements

Breakdown of taxes if you sell WITHOUT the benefit of a 1031

Total Taxes Due

This is a tax estimate to be used for discussion purposes only.

Please do not consider this tax planning or advice for your personal situation. You should seek input and counsel from your personal tax advisor, and only rely on information provided by a licensed professional such as a CPA or Enrolled Agent, who is familiar with your entire tax return and knowledgeable about the most up to date tax requirements. This assessment assumes you are paying California State income taxes. State income taxes differ from state to state, and our estimator is most useful for California residents. The amount we estimate as your tax liability may be impacted by other tax deferrals, loss carry forward benefits, or sales or gain from other properties. Be sure to check with your tax professional before undertaking a 1031 exchange.

What is your property
worth today?

What is your Unadjusted Cost
or Basis?

click here and see where this appears on your depreciation schedule.

What is your accumulated
depreciation?

click here and see where this appears on your depreciation schedule.

How much debt do you
have on the property?

Assumed Net Sale Price:

Unadjusted Cost:

Less Accrued Depreciation Taken to date:

Your Basis:

Your Taxable Gain:

Taxable Gain:

Tax Rate (pct):

Capital Gains Tax:

Depreciation Taken to Date:

Tax Rate (pct):

Depreciation Recapture Tax:

Taxable Gain:

Less Threshold:

Taxable Amount:

Tax Rate (pct):

ObamaCare Tax:

Net Sale Proceeds:

Net Adjusted Basis:

Taxable Gain:

State Tax Rate (pct):

State Income Tax Due:

Net Sales Proceeds - you must buy a property with a value equal to or greater than:

Debt Pay Off - you must have at least this much debt on your new property:

Cash Equity - the amount of cash to be generated, all of this must be transferred to the new property:

Assumed Sale Price:

Minimum purchase price for new property:

Assumed Sale Price:

Federal / Sate Taxes:

Net After-Tax Profit at Close of Escrow:

Total Federal and State Taxes Due:

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The benefit of selling with a 1031 exchange

Without 1031

With 1031

Federal Income Taxes due from Capital Gains

Federal Income Taxes due for Depreciation Recapture

Federal Income Taxes due for ObamaCare Tax Premium

California State Income Taxes due

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Summary of 1031 Exchange benefits estimated with your tax returns

This is a tax estimate to be used for discussion purposes only.

Total Taxes Due

This is a tax estimate to be used for discussion purposes only.

The benefit of selling with a 1031 exchange