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IRS and State Tax Guidance

As a courtesy to our clients and their advisors, for reference and information purposes only, Legal 1031 is providing the following forms, links, related guidance, and articles regarding state and federal tax issues related to 1031 exchanges. While Legal 1031 will make every effort to keep this reference page current, exchangers and their advisors should verify that any form or information contained herein is current, accurate, and applicable to their individual situation. Legal 1031 does not warrant or guarantee the information, content or accuracy of any forms or guidance contained herein, nor are we providing legal or tax advice, opinions, or representing that any form is applicable or necessary. Taxpayers must review their specific situations and state and federal reporting requirements with their independent tax advisor.

Links to current and past IRS forms can be found here:

*1031 is a qualified intermediary. 1031 Exchange does not provide tax or legal advice, nor can we make any representations or warranties regarding the tax consequences of your exchange transaction. Property owners must consult their tax and/or legal advisors for this information. Our role is limited to serving as qualified intermediary to facilitate your exchange.