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    Your 1031 exchange planning checklist

    Organize the facts before a sale or while an exchange is in progress. If a deadline may be close, contact your qualified intermediary directly rather than waiting for follow-up.

    Book a planning conversation

    Great strategy fit

    1. Have the intermediary verify the structure, deadlines, and written identification.
    2. Underwrite replacement properties and financing before committing.
    3. Coordinate the closing and reporting plan with your tax advisor.

    Potential strategy fit

    1. Resolve the sale date, proceeds control, and intermediary setup first.
    2. Distinguish a shopping shortlist from valid written identification.
    3. Get specialist advice for reverse exchanges or inconsistent timing facts.

    Lower fit right now

    1. Have an advisor confirm whether an actual deadline or proceeds problem prevents this exchange.
    2. Do not assume a late intermediary appointment or another strategy repairs a failed requirement.
    3. Plan for the sale proceeds, potential tax liability, and a better-structured future transaction.

    Bring to your conversation

    • Sale contract and exact closing/transfer date
    • Exchange agreement, intermediary details, and proceeds history
    • Written identification, replacement candidates, and tax-return due date

    For a deferred exchange, replacement property generally must be identified within 45 days and received by the earlier of 180 days or the tax-return due date, including extensions. Exact facts and any applicable relief require professional review. IRS Form 8824 instructions

    Educational planning guidance only. No eligibility decision, tax advice, savings promise, or service commitment. Repsie connects clients with real-estate professionals and tax advisors.

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