1031 exchange calculator for tax deferral planning.
Use the 10Key 1031 exchange calculator to model realized gain, deferred gain, boot, and basis carryover for real-estate clients.
Built for advisors who need to explain tax deferral mechanics without slowing down the transaction conversation.
CPA firms, real-estate tax advisors, and client teams working through like-kind exchange planning.
Use it when a client is selling one investment property and evaluating whether a replacement-property exchange keeps gain deferred.
The tool makes it easier to show what is realized, what is deferred, and where taxable boot can still show up.
A clearer way to move from client inputs to planning outputs.
The page mirrors how firms think through the work: what goes in, what comes out, and what the client needs help understanding.
A client wants to sell an appreciated rental and roll the proceeds into a new property.
The accountant can model the exchange structure, explain the deferral path, and highlight where a cash-out or non-like-kind element may create taxable gain.
Open in workspaceShow deferral in a way the client can follow.
Explain basis carryover before the replacement property closes.
Spot boot-related tax exposure early in the planning conversation.
Questions firms ask before using this calculator.
Does the calculator replace legal or qualified intermediary guidance?
No. It is meant to support tax planning conversations and modeling, not replace the legal, timeline, or intermediary requirements of a live exchange.
Why use this instead of a spreadsheet?
It keeps the exchange math, explanatory outputs, and related planning work together so firms can move faster with clients and save the scenario.
Can it help explain future basis implications?
Yes. The output is designed to make deferred gain and replacement basis easier to understand for both the firm and the client.
Keep the topical path connected.
These pages are built to help firms move across related planning questions without dropping back into disconnected spreadsheets.