Tool
Build a preparation sheet for your exchange.
Four questions, one checklist to take to your closing agent and tax advisor. No email required, and nothing you choose here leaves your browser.
What the sheet covers
Without any input, the core of every forward exchange is the same: sign the exchange agreement and assign the sale contract before the deed is delivered, send the proceeds to the qualified intermediary, identify replacement property in writing by day 45, and close the purchase by day 180 or the tax-return due date if earlier. The sheet adds items for buying first, short timelines, ownership through an LLC or partnership, and the states you choose. For the 22 states with a state page (New Jersey, New York, Pennsylvania, Florida, Texas, Ohio, Maryland, Delaware, North Carolina, South Carolina, Georgia, Massachusetts, Illinois, Minnesota, Alabama, Mississippi, Nebraska, Montana, Hawaii, Vermont, Rhode Island and West Virginia) it adds the state forms and transfer taxes described on the state pages.
What it is not
It is not tax or legal advice, not a determination that your exchange qualifies, and not an identification of replacement property. It does not start an exchange or create any deadline. Nothing you choose is sent anywhere; printing uses your browser's own print function.
Related
Sources
- Treas. Reg. §1.1031(k)-1 (deferred exchanges) (checked September 30, 2026)
- Rev. Proc. 2000-37 (reverse exchanges) (checked September 30, 2026)
- State sources: see each state page (checked September 30, 2026)