45-day ID. 180-day close. Don’t miss the deadline that costs you the deferral. 1031 exchange tracker for STR / real estate investors — record-keeping support for like-kind exchanges. Excel + Google Sheets. §1031 like-kind exchanges defer your capital gain when you sell one investment property and buy another. The math is huge — a $200K gain at 25% federal recapture + 20% capital gain = $90K of tax deferred per exchange. But §1031 has hard, unforgiving deadlines. Miss the 45-day identification window or the 180-day closing window, and the entire deferral disqualifies. Your $90K of “deferred” tax becomes due in the year of sale. This workbook is the record-keeping system. Both deadlines tracked with countdown alerts, identification rules validated, deferred gain computed, basis carryover handled. Hand the print-ready summary to your CPA + Qualified Intermediary at each phase. WHAT’S INCLUDED 📋 Relinquished Property — sale, basis, debt, capital gain 📋 Qualified Intermediary — contact + escrow info (REQUIRED by IRS) 📋 45-Day ID Window — countdown alerts (yellow at 14 days, red at 7) 📋 180-Day Exchange Period — countdown alerts 📋 ID Rules Validator — 3-Property / 200% / 95% rules 📋 Replacement Property — closing details, debt assumed, basis carryover 📋 Boot Calculator — cash or debt-relief that’s NOT reinvested = taxable 📋 Deferred Gain Summary — what rolls forward 📋 Carryover Basis Calculator — your basis in new property 📋 Form 8824 Print Summary — for your CPA’s filing THE TWO DEADLINES (HARD, UNFORGIVING) · Day 45: identify replacement property in writing to QI. Missed = deferral fails. · Day 180: close on replacement property. Missed = deferral fails. Both clocks start on the closing date of the relinquished property. No exceptions, no extensions.
Related
- Refi-or-Sell Decision Matrix
- License/Permit/STR-Reg Tracker
- Partnership Distribution Tracker
- DSCR Tracker
- Section 179 Planner
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Format: Excel .xlsx + how-to PDF. Excel 2016+, Excel 365, Google Sheets compatible. Instant download after checkout. 14-day refund, no questions. Lifetime updates within v1.