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1031 Exchange Forms, Documents, Fees and Notices

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Aircraft and Aviation Related Forms and Documents

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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

Assignment, Acceptance, Notice and Direction to Convey Form

Miscellaneous 1031 Exchange Agreements, Documents and Information

Evidence of Fidelity Bond and Errors and Omissions Insurance Coverage

Identification of Like-Kind Replacement Property Form

Sample Cooperation Clause Language

Legal Beneficiary Vesting for Seller Carry Back Notes Included with in a 1031 Exchange

1031 Exchange Funds Investment Policy and Disclosure Statement

Important Notice and Disclosures to Investor

Bill of Sale - Art Work

Agreement to Convert Joint Tenancy to Tenancy-In-Common

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

IRS Publication     3 - Armed Forces' Tax Guide

IRS Publication 515 - FIRPTA Withholding

IRS Publication 515 - Withholding of Tax on Nonresident Aliens and Foreign Entities (FIRPTA) (2009)

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

IRS Publication 523 - Selling Your Home

IRS Publication 527 - Residential Rental Property (including vacation rentals)

IRS Publication 537 - Installment Sales 

IRS Publication 537 (2006)

IRS Publication 537 (2007)

IRS Publication 537 (2008)

IRS Publication 537 (2009; available in 4th quarter 2009)

IRS Publication 541 - Partnerships  

IRS Publication 541 - Partnerships

IRS Publication 541 - Partnerships (Rev. April 2008)

IRS Publication 544 - Sales and Other Dispositions of Assets

IRS Publication 544 (2006)

IRS Publication 544 (2007)

IRS Publication 544 (2008)

IRS Publication 544 (2009; available in 4th quarter 2009)

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

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

IRS Publication 925 - Passive Activity and At-Risk Rules

IRS Publication 925 (2006)

IRS Publication 925 (2007)

IRS Publication 925 (2008)

IRS Publication 925 (2009; available in 4th quarter 2009)

IRS Pubication 946 - How to Depreciate Property

IRS Publication 946 (2006)

IRS Publication 946 (2007)

IRS Publication 946 (2008)

IRS Publication 946 (2009; available in 4th quarter 2009)

IRS Form 1065 Partnership Tax Return

IRS Form 1065 (2008)

IRS Form 1065 (2009)

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

IRS Form 4797 (2002)

IRS Form 4797 (2003)

IRS Form 4797 (2004)

IRS Form 4797 (2005)

IRS Form 4797 (2006)

IRS Form 4797 Instructions (2006)

IRS Form 4797 (2007)

IRS Form 4797 Instructions (2007)

IRS Form 4797 (2008)

IRS Form 4797 Instructions (2008)

IRS Form 4797 (2009)

IRS Form 4797 Instructions (2009)

IRS Form 4797 (2010)

IRS Form 4797 (2011)

IRS Form 4797 (2012)

IRS Form 4797 Instructions (2012)

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

IRS Form 8288B (2006)

IRS Form 8824 for reporting completed 1031 Exchanges

IRS Form 8824 (2002)

IRS Form 8824 (2003)

IRS Form 8824 (2004)

IRS Form 8824 (2005)

IRS Form 8824 (2006)

IRS Form 8824 (2007)

IRS Form 8824 (2008)

IRS Form 8824 (2009)

IRS Instructions to Form 8824 (2009)

IRS Form 8824 (2011)

IRS Instructinos to Form 8824 (2011)

IRS From 8824 (2012)

IRS Instructions to Form 8824 (2012)

IRS Form 8824 (2013; available in 4th quarter 2012)

Schedule E for Reporting Income or Loss from Rental Real Estate

IRS Form Schedule E (2006)

IRS Form Schedule E (2007)

IRS Form Schedule E (2008)

(2009; available in 4th quarter 2009)

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

IRS Form 6252 (2006)

IRS Form 6252 (2007)

IRS Form 6252 (2008)

IRS Form 6252 (2009; available in 4th quarter 2009)

State Specific Real Estate Deeds, Documents and Forms


Alabama Department of Revenue

Alabama Real Estate Withholding Publications and Forms

Withholding Requirements for Sales or Transfers of Real Property by Nonresidents of Alabama

Alabama Affidavit of Seller's Residence Form NR-AF1

Alabama Affidavit of Seller's Gain Form NR-AF2

Alabama Seller's Certificate of Exemption Form NR-AF3 (1031 exchange exemption)

Alabama Withholding on Sales or Transfers of Real Property by Nonresidents Payment Voucher

California Franchise Tax Board Forms and Publications (FTB Forms)

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

California FTB Form 3840 — California Like Kind Exchanges (form coming soon)

California FTB Mandatory Withholding Information effective January 1, 2012:

California FTB Forms 593-C, 593-E and Instructions for 2012

California FTB Form 593 — Real Estate Withholding Tax Statement for 2012

California FTB Form 593-C— Real Estate Withholding Certificate 593-C for 2012

California FTB Form 593-E — Real Estate Withholding — Computation of Estimated Gain or Loss 2012

California FTB Mandatory Withholding Information effective January 1, 2011:

California FTB Forms 593-C, 593-E and Instructions for 2011

California FTB Form 593 — Real Estate Withholding Tax Statement for 2011

California FTB Form 593-C— Real Estate Withholding Certificate 593-C for 2011

California FTB Form 593-E — Real Estate Withholding — Computation of Estimated Gain or Loss 2011

California FTB Mandatory Withholding Information effective January 1, 2008:

California FTB Forms 593-C, 593-E and Instructions 2008

California FTB Form 593-I — Real Estate Withholding Installment Sale Agreement 2008

California FTB Form 593-E — Real Estate Withholding — Computation of Estimated Gain or Loss 2008

California FTB Form 593 —  Real Estate Withholding Tax Statement 2008

California FTB Mandatory Withholding Information effective January 1, 2007:

California FTB Real Estate Withholding Certificate Form 593-C 2007

California FTB Real Estate Withholding — Computation of Estimated Gain or Loss Form 593-E 2007

California FTB Forms 593-C, 593-E, and Instructions 2007

News release on Assembly Bill AB 2962 changing California's mandatory income tax withholding

  requirements on the disposition of real property effective January 1, 2007

California Real Estate Withholding Information for Sellers and Buyers effective January 1, 2007

Changes to California Real Estate Withholding Law effective January 1, 2007 Comparison Chart

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

Notice Regarding Mandatory California Franchise Tax Board Withholding Requirements

California Franchise Tax Board Withholding Forms 593C and 593L with Instruction Booklet

California FTB Real Estate Withholding Remittance Statement Form 593 2006

California FTB Real Estate Withholding Tax Statement Form 593B 2006

California Real Estate Deeds, Notes and Deeds of Trust Forms

Grant Deed — Individual

Grant Deed — Corporate

Quitclaim Deed — Individual

Note Secured by Deed of Trust, Installment Interest Included

Note Secured by Deed of Trust, Installment Interest Included

Note Secured by Deed of Trust, Installment Interest Included

Note Secured by Deed of Trust, Installment Interest Included

Note Secured by Deed of Trust, Straight Note

Note Secured by Deed of Trust, Straight Note with Acceleration

Deed of Trust (California Long Form)

Assignment of Deed of Trust

Preliminary Change of Ownership Forms (PCOR)

Preliminary Change of Ownership — Fresno County

Preliminary Change of Ownership — Kern County

Preliminary Change of Ownership — Los Angeles County

Preliminary Change of Ownership — Orange County

Preliminary Change of Ownership — Riverside County

Preliminary Change of Ownership — Sacramento County

Preliminary Change of Ownership — San Bernardino County

Preliminary Change of Ownership — San Diego County

Preliminary Change of Ownership — Santa Barbara County

Preliminary Change of Ownership — Tulare County

Preliminary Change of Ownership — Ventura County

Preliminary Change of Ownership — General

Florida Real Estate Deeds, Notes, and Mortgages

Warranty Deed to Trustee of Florida Land Trust

Information on Florida Land Trusts

Hawaii Tax Forms and Publications, including HARPTA

Hawaii Real Property Tax Law ("HARPTA") Forms

Withholding of State Income Taxes on the Disposition of Hawaii Real Property

Hawaii Withholding Tax Return Form N-288 2008

Hawaii Withholding Tax Return Form N-288 2009

Hawaii Withholding Tax Return Form N-288A 2008

Hawaii Withholding Tax Return Form N-288A 2009

Hawaii Application for Withholding Certificate Form N-288B (Rev. 2007)

Hawaii Application for Withholding Certificate Form N-288B (Rev. 2008)

Hawaii Application for Withholding Certificate Form N-288B (Rev. 2009) (coming soon)

Hawaii Application for Tentative Refund of Withholding Form N-288C 2008

Hawaii Application for Tentative Refund of Withholding Form N-288C 2009

Certificate For Exemption From Withholding of Tax on Disposition of Real Property N-289 (Rev. 2005)

Certificate For Exemption From Withholding of Tax on Disposition of Real Property N-289 (Rev. 2006)

Certificate For Exemption From Withholding of Tax on Disposition of Real Property N-289 (Rev. 2008)

Hawaiian Individual Income Tax Return Non-Resident Form N-15

Phone the State of Hawaii Tax Department Technical Section at (808) 587-1577

Louisiana Tax Forms and Publications

Louisiana Bond for Deed

New York Tax Forms and Publications

Nonresident Real Property Estimated Income Tax Payment Form IT-2663 (2011)

Instructions for Nonresident Real Property Estimated Income Tax Payment Form IT-2663 (2011)

New Jersey Tax Forms and Publications

New Jersey Sellers Residency Certification Exemptions 2005

New Jersey Sellers Residency Certification Exemptions 2006

New Jersey Sellers Residency Certification Exemptions 2007

New Jersey Sellers Residency Certification Exemptions 2012

South Dakota Tax Forms and Publications

Section 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.


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