Capital Gains Calculator
1031 exchange savings calculator
Find the approximate net savings from choosing to exchange with 1031X. Enter your figures in the fields below.
ADJUSTED TAX BASIS
For your relinquished property
Original purchase price
Add any capital improvements
Subtract your accumulated depreciation
Adjusted Tax Basis
LONG-TERM CAPITAL GAIN
Based on your upcoming sale
Contract sales price
Subtract your closing costs
Subtract your adjusted basis
Long-term Capital Gain
POTENTIAL TAXES OWED
If you do not 1031 exchange
Federal capital gain tax (20% bracket)
Federal capital gain tax (15% bracket)
Your state for income tax
State capital gain tax
Depreciation recapture tax (25%)
Medicare surcharge (§1411) tax
Potential Taxes Owed
PROCEEDS AVAILABLE - NO 1031
Money left over after Uncle Sam
Net sales price
Subtract all debt payoff
Subtract taxes due
After-tax proceeds
PROCEEDS AVAILABLE - 1031 EXCHANGE
Money left over w/ 1031X
Net sales price
Subtract all debt payoff
Subtract the 1031X fee
After-tax proceeds
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The capital gain tax formula provided is to help you determine an approximate gain and amounts that may be deferred under Internal Revenue Code §1031. 1031X.com, Inc., its officers or employees are not authorized or permitted under applicable laws to provide tax or legal advice to any client or prospective client of 1031X.com, Inc. The tax-related information contained herein or in any other communication that you may have with a representative of 1031X.com, Inc. should not be construed as tax or legal advice specific to your situation and should not be relied upon in making any business, legal or tax-related decision. A proper evaluation of the benefits and risks associated with a particular transaction or tax return position often requires advice from a competent tax and/or legal advisor familiar with your specific transaction, objectives and the relevant facts. We strongly urge you to involve your tax and/or legal advisor (or to seek such advice) in any significant real estate or business-related transaction.