45-Day Identification Worksheet
Complete one column for each potential replacement property. Evaluate more than three you'll narrow to your final identifications.
6 articles
Tools & Templates
Checklists, worksheets, email templates, and identification letter templates for 1031 exchanges.
Plan the exchange
5 min
1031 Exchange Checklist: Every Step From Start to Close
Pro tips: Share this checklist with your CPA, attorney, real estate agent, and QI at the start of the process Calendar the Day 45 and Day 180 deadlines…
1031 Exchange Timeline Planner
Critical reminders: Day 45 and Day 180 are calendar days, not business days. Weekends and holidays count.
Compare replacements
Replacement Property Comparison Worksheet
Complete one column per property. Compare at least 3 candidates. Score each property 1-5 on qualitative factors, then tally for an overall ranking.
Prepare your team
Qualified Intermediary Interview Questions
Use these questions when interviewing potential qualified intermediaries. A reputable QI will answer all of them without hesitation.
CPA and Attorney Consultation Prep Sheet
1. What is my estimated tax liability if I sell without exchanging? (Get this broken out by component: federal LTCG, depreciation recapture, NIIT, state) 2.