1031 Exchange Services

1031 Exchange Forms, Documents, Fees and Notices

Please read our Legal Disclaimer.

1031 Exchange Fees and Costs

There are many factors that should be considered and compared between 1031 Exchange Qualified Intermediaries (Accommodators), including fees, costs and charges.  Set-up and administrative fees are often misleadingly low.  The amount of interest retained by the Qualified Intermediary earned on your 1031 exchange funds may be unreasonable.  The back-end or operational charges can add up quickly.  Learn more about 1031 exchange fees, costs and charges

Please contact one of our national branch offices for a comprehensive written fee quote.

You should also evaluate much more than just the 1031 Exchange fees, costs and charges.  For more information on what to look for and how to choose a SAFE Qualified Intermediary, read our web page entitled How to Choose a SAFE Qualified Intermediary (Accommodator).

1031 Exchange Agreements and Documents

Miscellaneous 1031 Exchange Agreements, Documents and Information

Internal Revenue Service Forms and Publications (IRS Forms & Publications)

IRS Publication 515 - FIRPTA Withholding

IRS Publication 515 - Withholding of Tax on Nonresident Alients and Foreign Entities (FIRPTA) (2013)

IRS Publication 537 - Installment Sales 

IRS Publication 541 - Partnerships  

IRS Publication 544 - Sales and Other Dispositions of Assets

IRS Publication 555 - Community Property (including list of states)

IRS Publication 925 - Passive Activity and At-Risk Rules

IRS Pubication 946 - How to Depreciate Property

IRS Form 1065 Partnership Tax Return

IRS Form 4797 for reporting Capital Gains and Depreciation Recapture on Sale of Property

IRS Form 8288B for requesting an exemption certificate from FIRPTA withholding requirements

  • IRS Form 8288B (2006)

IRS Form 8824 for reporting completed 1031 Exchanges

Schedule E for Reporting Income or Loss from Rental Real Estate

IRS Form 6252 for reporting Installment Sale Income from Seller Carry Back Notes

State Specific Real Estate Deeds, Documents and Forms

Alabama Department of Revenue

Alabama Real Estate Withholding Publications and Forms

Alaska Tax Forms and Publications

Alaska documents coming soon.

Arizona Tax Forms and Publications

Arizona documents coming soon.

California Franchise Tax Board Forms and Publications (FTB Forms)

California FTB Like-Kind Exchange Reporting for California Like Kind Exchanges

California FTB Mandatory Withholding Information effective January 1, 2017:

California FTB Mandatory Withholding Information effective January 1, 2016:

California FTB Mandatory Withholding Information effective January 1, 2015:

California FTB Mandatory Withholding Information effective January 1, 2014:

California FTB Mandatory Withholding Information effective January 1, 2013:

California FTB Mandatory Withholding Information effective January 1, 2012:

California FTB Mandatory Withholding Information effective January 1, 2011:

California FTB Mandatory Withholding Information effective January 1, 2008:

California FTB Mandatory Withholding Information effective January 1, 2007:

California FTB Mandatory Withholding Information effective BEFORE January 1, 2007:

California Real Estate Deeds, Notes and Deeds of Trust Forms

Preliminary Change of Ownership Forms (PCOR)

Florida Real Estate Deeds, Notes, and Mortgages

Hawaii Tax Forms and Publications, including HARPTA

Hawaii Real Property Tax Law ("HARPTA") Forms

Idaho Tax Forms and Publications

Idaho documents coming soon.

Illinois Tax Forms and Publications

Illinois documents coming soon.

Louisiana Tax Forms and Publications

Maryland Tax Forms and Publications

Oregon Tax Forms and Publications

New York Tax Forms and Publications

New Jersey Tax Forms and Publications

Washington Tax Forms and Publications

Washington documents coming soon.

Wyoming Tax Forms and Publications

Wyoming documents coming soon.

Legal Disclaimer

We're pleased to provide the following forms, notices and documents for use with 1031 Exchange transactions as a courtesy to our clients and their professional advisors.  While every effort has been made to provide comprehensive, accurate, current and useful forms and documents for clients' 1031 Exchanges, Exeter 1031 Exchange Services, LLC does not warrant or guarantee the information, content or accuracy, nor provide any legal opinion or representation on the forms or documents in any way.  Please read our legal terms, conditions and disclaimers web page.


back to top