The exchange library

Every rule that can cost you the deferral.

A 1031 is not complicated in principle. It is unforgiving in execution. These are the specific rules, deadlines and structures that decide whether an exchange holds, written plainly and without the hedging you get from people who are worried about being quoted.

Coming next

Being written.

Each of these answers a question we get asked in almost every exchange review. If one of them is the thing standing between you and a decision, ask us directly rather than waiting for it to publish.

Qualified intermediaries, and why yours has to be independentWhat the independence requirement actually prohibits, why the attribution threshold is far lower than people assume, and what to ask before you hand anyone your proceeds.
What counts as like-kindThe requirement is broader than most people think and narrower in exactly one place that matters. Triple-decker for commercial, land for rental, and the primary-residence line.
Selling Massachusetts property as a nonresidentA withholding rule that changed recently and applies at closing on larger sales. If you moved out of state and still own here, this one is worth knowing before you list.
Entity and title problems that are only fixable before the saleThe taxpayer who sold has to be the taxpayer who buys. Partnerships, LLCs and trusts get technical fast, and after the closing there is nothing to fix.
A note on what you’re reading

These are educational explainers, not tax advice, and they describe general rules rather than your situation. Whether any of it applies to you depends on your actual facts, your documentation and current law. Every number that ends up on a return here is confirmed by the CPA who signs it.

The free exchange review

Reading is cheaper than a wrong assumption.

Twenty minutes on your property and your timeline. You will leave knowing whether an exchange is worth doing, which rules actually bind in your situation, and what has to happen before you list. Including when the honest answer is that a 1031 is not the right move for you.

Book the free review 20 minutes · one property · no obligation