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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

1031 reinvestment requirements - purchase price
1031 reinvestment requirements - equity (down payment)
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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.