1031 Exchanges

Name *

Taxpayer

Address

Mobile Phone*

Alt phone

Email*

myname@domain.com

Relationship to Taxpayer*

Please indicate your question(s) and include any helpful facts outside of those contemplated in this form

Question(s)

How Were You Referred to Us?

Relinquished Property

Sale Price

Name on Property Deed

Property Address

Length of Ownership in Years

Property Use

Relinquished Property Closing Date

Offering Seller Financing?

Yes No

Selling to a Related Party?

Yes No

(If selling relinquished property to a related party, the IRS requires the related party to hold the acquired property for a minimum of two years while the taxpayer must hold his/her/its replacement propertyobtained through 1031 exchange for a minimum of two years.)

Relinquished Property Closing Attorney/Settlement Agent

Closing Date

Name of Firm Handling Closing

Main Point of Contact

Contact Email

Firm Address

Firm Phone

REPLACEMENT PROPERTY

Purchase Price

Property Address (If Known)

Intended Use

Purchasing From a Related Party?

Yes No

If purchasing from a Related Party, will Related Party also complete a 1031 exchange?

Yes No

(Note: the IRS all but prohibits purchasing a replacement property from a related party unless the related party also completes a 1031 exchange.)

Replacement Property Closing Attorney/Settlement Agent

Closing Date

Name of Firm Handling Closing

Main Point of Contact

Contact Email

Firm Address

Firm Phone

Thank you. A member of our exchange team will be in contact with you. Need immediate assistance? Please call 678-533-1830 or toll free at 877-249-0023.

1031 Resources Documents

1031 Exchange Inquiry