Capital Gains Estimation 2.0

Sell­ing appre­ci­at­ed invest­ment real estate, it can be help­ful to esti­mate the poten­tial finan­cial dif­fer­ence between sell­ing and rec­og­niz­ing the tax­able gain ver­sus com­plet­ing a qual­i­fy­ing Sec­tion 1031 exchange.

The DSTNews.org Estimator Can Help Model

  • Sale price
  • Sell­ing expens­es
  • Debt pay­off
  • Adjust­ed tax basis
  • Depre­ci­a­tion
  • Esti­mat­ed real­ized gain
  • Esti­mat­ed fed­er­al tax­es
  • Esti­mat­ed state tax­es
  • Poten­tial after-tax equi­ty
  • Poten­tial tax defer­ral
  • Replace­ment-prop­er­ty con­sid­er­a­tions
  • 45-day iden­ti­fi­ca­tion date
  • 180-day exchange date

Start With the Numbers

Under­stand­ing the poten­tial tax expo­sure can help investors eval­u­ate whether Sec­tion 1031 should be con­sid­ered before the relin­quished prop­er­ty clos­es.

Capital Gains & 1031 Tax Estimator

Enter the prop­er­ty and tax assump­tions below. Cal­cu­lat­ed val­ues update auto­mat­i­cal­ly.

Exchange Timing

45-Day Iden­ti­fi­ca­tion Dead­line —

Sales Proceeds

$
$
Total Sales Pro­ceeds (Includ­ing Debt) $0.00

Original Basis

$
$
Debt Used to Pur­chase Prop­er­ty (Mort­gage) $0.00
$
$
$
$
$
Total Esti­mat­ed Adjust­ed Basis $0.00

Capital Gains

Total Gross Sales Pro­ceeds (Includ­ing Debt) $0.00
$
Trans­ac­tion Cost $0.00
Net Cash Received on Sale $0.00
Sell­ing Price of the Prop­er­ty $0.00
Net Sell­ing Price $0.00
Minus Adjust­ed Tax Basis $0.00
Real­ized Gain (Loss) $0.00

Estimated Capital Gains Taxes

Depre­ci­a­tion Sub­ject to Recap­ture Tax $0.00
Depre­ci­a­tion Recap­ture Tax Rate 25.00%
Total Depre­ci­a­tion Recap­ture Tax­es Esti­mate (Fed­er­al) $0.00
%
Fed­er­al Cap­i­tal Gains (minus depre­ci­a­tion) $0.00
Fed­er­al Cap­i­tal Gains Tax­es $0.00
Medicare / NIIT Rate 3.80%
Medicare / NIIT Tax (based on total gain) $0.00
%
State Cap­i­tal Gains Income Tax Esti­mate $0.00
Total Esti­mat­ed Cap­i­tal Gains Tax $0.00

Estimated After-Tax Equity (Net Proceeds)

Total Sales Pro­ceeds (Includ­ing Debt) $0.00
Debt on Relin­quished Invest­ment $0.00
Cost of Sale $0.00
Gross Equi­ty Pro­ceeds from Sale $0.00
Total Esti­mat­ed Cap­i­tal Gains Tax $0.00
Net Equi­ty Pro­ceeds From Sale (no 1031) $0.00

§1031 Financial Requirements

Sell­ing Price on the Prop­er­ty $0.00
Cost of Sale $0.00
Net Replace­ment Val­ue $0.00
Cash Pro­ceeds to Rein­vest $0.00
Debt to Be Replaced $0.00
Impor­tant: This esti­ma­tor is for edu­ca­tion­al and illus­tra­tive pur­pos­es only. It is based on the for­mu­las con­tained in the source work­sheet and does not pro­vide tax, legal, account­ing, or invest­ment advice. Actu­al tax con­se­quences may dif­fer. Con­sult qual­i­fied tax and legal pro­fes­sion­als regard­ing your spe­cif­ic trans­ac­tion.

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