1031 Exchange Tool

Capital Gains Calculator

Estimate the potential federal and state taxes associated with selling an investment property and compare the amount potentially available to reinvest through a 1031 exchange.

1

Property Information

Enter the basic numbers for the property you are selling.

$
$
$
$
$
Estimated Total Capital Gain $0 Sale price − selling expenses − adjusted basis
Adjusted Basis $0

Cost basis + improvements − accumulated depreciation

2

Estimated Tax Calculation

Adjust the rates below to fit the assumptions you want to model.

Federal Capital Gains Tax Applied to gain remaining after depreciation recapture amount.
$0
Depreciation Recapture Estimated at the selected rate, limited to depreciation and gain.
%
$0
State Capital Gains Tax Enter an estimated state income tax rate.
%
$0
Net Investment Income Tax 3.8% may apply to some taxpayers; select 0% if not applicable.
$0
Total Estimated Tax Liability $0
3

1031 Exchange Comparison

Compare estimated equity available to reinvest if eligible taxes are deferred.

1031 Exchange

Estimated Amount to Reinvest

$0
Sale price$0
Selling expenses− $0
Estimated tax paid now$0*
*Assumes a fully tax-deferred exchange and does not account for taxable boot or other adjustments.
Sell Without Exchange

Estimated Amount to Reinvest

$0
Sale price$0
Selling expenses− $0
Estimated tax liability− $0
Estimated Additional Equity Available to Reinvest Through a 1031 Exchange $0

This calculator provides a simplified estimate for general informational purposes only and is not legal, tax, investment, or accounting advice. Actual capital gain and tax liability can vary based on filing status, taxable income, holding period, depreciation history, property type, state and local law, tax-year rules, suspended or passive losses, alternative minimum tax, taxable boot, and other factors. A 1031 exchange generally defers eligible gain rather than eliminating tax. Consult your tax and legal advisors regarding your specific transaction.