1031 Exchange Timeline
Two deadlines kill 1031 exchanges: the 45-day identification window and the 180-day completion window. Drop your sale close date and see your calendar. Educational only — work with a Qualified Intermediary.
Your relinquished property
Replacement requirements
Have a property in mind?
Send the address and I will send a one-page sanity check in 24 hours.
Why you need a QI
If sale proceeds touch your bank account, the exchange is dead. A Qualified Intermediary holds the funds and disburses to the replacement closing — that is the entire reason QIs exist.
The three identification rules
3-property: identify up to 3, no value cap. 200%: identify any number, total ≤ 2× sale. 95%: identify any number, must close on 95% of identified value.
Form 8824 + your CPA
Reported on Form 8824 with your return. Mistakes are expensive — always loop in a CPA who has done 1031s before.
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