Use Our Capital Gain Tax Calculator for Your 1031 Exchanges

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CalculatorResource Links FAQs Key Terms IRS Code 1031 Exchange

A 1031 exchange can be a valuable tool for investors considering the sale of an investment property. These calculations will determine the approximate amount of capital gains taxes you can defer through a 1031 exchange.

To learn more about the benefits of a 1031 exchange, contact an INVERNESS Real Estate Investment Consultant.

Note: These calculations are for illustrative purposes only, and are not indicative of any particular investment.

Please enter only numbers into the calculator fields. Don't use commas or dollar signs. To complete the calculation in each section, click the "calculate" button.

STEP 1. Calculate Net Adjusted Basis

	original purchase price
	improvements
	depreciation
	EQUALS NET ADJUSTED BASIS

STEP 2. Calculate Capital Gain Sales Price of Property

	sales price
	net adjusted basis
	costs of sale (commissions, fees, etc.)
	EQUALS CAPITAL GAIN

STEP 3. Calculate Capital Gain Tax Due

	recaptured depreciation (25%)
	federal capital gain tax (15%)
%	your state capital gain tax rate
	state capital gain tax
	EQUALS TOTAL TAXES DUE

STEP 4. Calculate Equity

	sales price
	costs of sale
	loan balances
	EQUALS GROSS EQUITY
	capital gain taxes due
	EQUALS AFTER-TAX EQUITY

A 1031 exchange can be a valuable tool for investors considering the sale of an investment property.