Tools & Templates

Downloadable checklists, worksheets, email templates, and identification letter templates for 1031 exchanges.

1031 Exchange Checklist: Every Step From Start to Close

Pro tips: - Share this checklist with your CPA, attorney, real estate agent, and QI at the start of the process - Calendar the Day 45 and Day 180 deadlines immediately and set multiple reminders - Identify replacement properties before selling whenever possible - Keep a DST as a backup...

7 min

45-Day Identification Worksheet

Complete one column for each potential replacement property. Evaluate more than three - you'll narrow to your final identifications.

5 min

Replacement Property Comparison Worksheet

Complete one column per property. Compare at least 3 candidates. Score each property 1-5 on qualitative factors, then tally for an overall ranking.

5 min

Qualified Intermediary Interview Questions

Use these questions when interviewing potential qualified intermediaries. A reputable QI will answer all of them without hesitation.

4 min

1031 Exchange Timeline Planner

Critical reminders: - Day 45 and Day 180 are calendar days, not business days. Weekends and holidays count. - The exchange period ends on the earlier of 180 days after the sale or the due date of the taxpayer's tax return (including extensions) for the year of the sale. Plan around whichever...

5 min

CPA and Attorney Consultation Prep Sheet

1. What is my estimated tax liability if I sell without exchanging? (Get this broken out by component: federal LTCG, depreciation recapture, NIIT, state) 2. Does a 1031 exchange make financial sense given my overall tax situation? 3. Are there any AMT (alternative minimum tax) considerations? 4....

5 min