Plan Your 1031 Exchange with Confidence

A 1031 exchange—named after Section 1031 of the Internal Revenue Code—allows real estate investors to defer capital gains taxes by reinvesting proceeds from a sold property into a "like-kind" replacement property. But getting it right requires careful planning around timelines, replacement property values, equity requirements, and exchange costs.

This 1031 Exchange Planning Calculator helps investors, real estate professionals, financial advisors, and tax strategists model the financial impact of a proposed exchange before committing. Enter details about your relinquished property, potential replacement property, and exchange scenario, and receive instant calculations showing your capital gains deferral, required reinvestment amounts, estimated exchange costs, and net tax savings.

Who This Calculator Is For

• Real estate investors planning to defer capital gains on investment properties
• Financial advisors and CPAs guiding clients through exchange strategy and tax planning
• Real estate agents and brokers supporting investor clients in identifying suitable replacement properties
• Qualified intermediaries who facilitate 1031 exchanges and need to illustrate scenarios to clients
• Commercial property owners evaluating exchange opportunities for portfolio growth

How Paperform Makes 1031 Planning Smarter

Building a financial calculator typically requires spreadsheet wizardry or custom development. With Paperform, you can create a fully branded, interactive 1031 calculator in minutes using the doc-style editor and powerful calculation engine.

Real-time calculations update as users enter property values, basis, debt, and exchange costs—showing capital gains, depreciation recapture, required equity and debt, and net tax savings instantly. Conditional logic reveals additional fields based on exchange type (simultaneous, delayed, reverse, or improvement exchange) and tailors recommendations to each scenario.

You can embed this calculator directly on your website, share it as a lead magnet for investor clients, or use it internally to model scenarios during client consultations. Every submission can trigger a follow-up workflow in Stepper (stepper.io)—sending a detailed report to your CRM, scheduling a strategy call, or routing leads to your tax advisory team automatically.

For firms that need branded calculators for multiple advisor teams or clients, Agency+ plans let you manage unlimited forms under one account with role-based permissions and client-specific branding.

Compliant, Secure, and Professional

When dealing with financial and tax data, trust matters. Paperform is SOC 2 Type II compliant, with data encryption, SSO, and role-based access controls, ensuring your clients' information stays secure. And because Paperform integrates with tools like HubSpot, Salesforce, Airtable, and thousands more via Stepper, Zapier, and webhooks, you can connect calculator results to your existing tech stack without custom code.

Start with this template, customize the calculations and branding to match your firm's methodology, and turn a complex tax strategy into a clear, client-friendly experience.