1031 Exchange Resources and Educational Videos

Become a 1031 Exchange Expert: Unleash Your Potential with these Valuable Resources and Educational Videos

Remember to File IRS Form 8824 With the Tax Return

When a 1031 Exchange is complete, the Exchanger or their tax advisor will need to include IRS Form 8824 with the Exchanger’s federal tax return for the year the Relinquished Property transferred.

Will You Have Taxable 1031 Boot?

Watch this quick tutorial for more information about taxable Boot in a 1031 Exchange.

What IPX1031 Will Need From You Prior to Closing the Replacement Property

Prior to the transfer of the Replacement Property, it is critical that IPX1031 has prepared the proper Replacement Property documentation which will make the Exchanger’s acquisition part of the exchange. Watch this quick tutorial to know what IPX1031 will need prior to close.

Limits on Accessing 1031 Exchange Proceeds

Timing for the Exchanger to access exchange proceeds is regulated by law. Watch the video tutorial here to know when 1031 Exchange funds can be accessed.

Curious About What Qualified Like-Kind Property Is?

Any Tax Deferred 1031 Exchange completed pursuant to Section 1031 needs to involve what is known as Like Kind properties.

Identification Rules in a 1031 Exchange

Replacement Property identification is important in 1031 Tax Deferred exchanges. If an exchange fails, it’s often because of deficiencies or discrepancies in the identification of Replacement Properties. Take a few minutes to make sure you and your client understand how to properly ID your Real Estate Exchange Properties.

Avoiding Some Common 1031 Exchange Pitfalls

To ensure a successful exchange, the exchanger should be aware of these two common 1031 Exchange pitfalls.

Consult With Your Tax/Legal Advisors for Your 1031

Although we are very experienced in facilitating 1031 Exchanges, IPX1031 cannot provide you with tax, legal or financial advice.

Your Relinquished Property Closed – What Happens Now?

Before the Relinquished Property transfers in a 1031 Exchange, the executed exchange documents should be sent to IPX1031. At closing, the exchange proceeds are wire transferred to IPX1031, and the clock starts for the Exchanger’s 180-day exchange and 45-day identification periods.

A Few Convenient IPX1031 Resources For You

For a successful 1031 Exchange, the taxpayer must comply with the 1031 regulations. It is important to remember that IPX1031 is here to help every Exchanger and Advisor through the entire Tax Deferred Exchange process.

Reverse 1031 Solutions in a Challenging Market – IPX1031

The Reverse Exchange is becoming more and more popular because it offers the exchanger additional flexibility. Watch this quick video tutorial to learn if a Reverse Tax Deferred 1031 Exchange is right for you.

Recent IRS Disaster Notices Extend 1031 Deadlines in California, Alabama and Georgia- IPX1031

If you are a resident of or have your principal place of business in California, Georgia or Alabama, you may be considered an “affected taxpayer” that is eligible to significantly extend the 1031 Exchange timelines. To determine if you are an “affected taxpayer” please review this blog post on our website and consult with your tax advisor.

How to Identify Replacement Property in a 1031 Exchange – IPX1031

Replacement Property identification is important in 1031 Tax Deferred Exchanges. If an exchange fails, it’s often because of deficiencies or discrepancies in the identification of Replacement Properties. Take a few minutes to make sure you understand how to properly ID your Real Estate Exchange properties.

1031 Exchange Identification Rules – IPX103

If more than one Replacement Property is identified, the taxpayer must adhere to one of the three identification rules. And the rules are mutually exclusive, so a taxpayer may only use one rule at a time. Watch this quick tutorial to learn more.

Why IPX1031 Is Your Best QI Choice – IPX1031 Video

The differentiators between Qualified Intermediaries for 1031 Exchanges can be significant. Here’s why IPX1031 is the best choice for your like kind exchange.

Reverse Exchanges – IPX1031 Video Tutorial

The reverse exchange is becoming more and more popular because it is offering the exchanger additional flexibility by controlling two properties at once. Watch this quick video tutorial to learn if a reverse tax deferred 1031 Exchange is right for you.

Like Kind Exchange Defined – IPX1031 Video Tutorial

Any tax deferred 1031 Exchange completed pursuant to Section 1031 needs to involve what is known as like kind properties. Watch this quick tutorial for the definition of like kind

Why 1031 Exchange? Explainer Video – IPX1031

There are many advantages to structuring your real estate investment transaction as a 1031 Exchange. Here’s a quick video comparing a tax deferred exchange to a traditional sale.

Improvement and Construction Exchanges – IPX1031 Video Tutorial

In some 1031 Exchanges, the taxpayer may want to have new construction or significant improvements to the replacement property. Improvement and construction exchanges can be tricky. That’s because the process does require the use of a concept which we use in reverse exchanges.