Plan Your Next Exchange

1031 Exchange Calculator

Explore the numbers behind your property sale and replacement purchase as you prepare for a conversation with your exchange and tax professionals.

Your investment. Your next step.

Explore the numbers behind a possible exchange.

Enter your sale details and tax assumptions to estimate proceeds before tax and compare them with an illustrative taxable sale. Select Calculate 1031 Estimate to view your results.

Sale & payoff

Sale expenses such as commission and eligible closing fees. Exclude loan payoff and income taxes. Confirm which costs reduce taxable gain with your tax advisor.

Estimated payoff at closing. This reduces available cash, not the gain calculated below.

Tax assumptions

Use your tax records or advisor’s estimate, including improvements, depreciation allowed or allowable, and other basis adjustments. This is not your mortgage balance.

A simplified assumption across the gain, not your income-tax bracket. Ask your advisor for a rate that reflects the taxes relevant to your sale.

Starting values are examples. The 20% rate is not a recommended or automatically determined tax rate.

Planning estimate only, not tax advice. Confirm basis, taxes, and exchange requirements with your tax advisor and qualified intermediary before selling.