Create your Property Exchange Form from scratch

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Here's how it works

01. Start with a blank Property Exchange Form
Open the blank document in the editor, set the document view, and add extra pages if applicable.
02. Add and configure fillable fields
Use the top toolbar to insert fields like text and signature boxes, radio buttons, checkboxes, and more. Assign users to fields.
03. Distribute your form
Share your Property Exchange Form in seconds via email or a link. You can also download it, export it, or print it out.

Create your Property Exchange Form in a matter of minutes

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Step 1: Access DocHub to set up your Property Exchange Form.

Start by accessing your DocHub account. Explore the pro DocHub functionality free for 30 days.

Step 2: Navigate to the dashboard.

Once signed in, go to the DocHub dashboard. This is where you'll create your forms and manage your document workflow.

Step 3: Design the Property Exchange Form.

Hit New Document and choose Create Blank Document to be redirected to the form builder.

Step 4: Set up the form layout.

Use the DocHub toolset to add and arrange form fields like text areas, signature boxes, images, and others to your form.

Step 5: Insert text and titles.

Add necessary text, such as questions or instructions, using the text tool to assist the users in your document.

Step 6: Customize field properties.

Alter the properties of each field, such as making them required or arranging them according to the data you expect to collect. Assign recipients if applicable.

Step 7: Review and save.

After you’ve managed to design the Property Exchange Form, make a final review of your form. Then, save the form within DocHub, transfer it to your chosen location, or share it via a link or email.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
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Your 1031 exchange must be reported by completing Form 8824 and filing it along with your federal income tax return. If you completed more than one exchange, a different form must be completed for each exchange.
Taxpayers report exchanges on Form 8824, like-kind exchanges, attaching it to their returns. The form asks for: Descriptions of properties sold and purchased. Key dates including when the sold property was originally acquired and when the replacement property was identified and acquired.
A third party intermediary is required. May not have actual or constructive receipt of sales proceeds from the relinquished property (all funds must be deposited with the exchange-accommodator). 180 days to replace the relinquished exchange property.
Property that does not qualify includes but is not limited to a primary residence, a second home, flip properties, or a property held in inventory for sale. Recent changes to tax law disallow personal property (artwork, boats, etc.) as valid property in a 1031 Exchange at the federal level.
Section 1031(f) provides that if a Taxpayer exchanges with a related party then the party who acquired the property in the exchange must hold it for 2 years or the exchange will be disallowed.
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Related Q&A to Property Exchange Form

While a 1031 exchange does defer taxes, it does not waive them (i.e., not tax-free). Once the exchanger sells the property, taxes on deferred gains will be owed. The settlement agent must file Form 1099-S for the exchange transaction since it is not exempt. So yes, a 1031 exchange does require filing Form 1099-S.
1031 Exchange Forms Taxpayers report exchanges on Form 8824, like-kind exchanges, attaching it to their returns. The form asks for: Descriptions of properties sold and purchased. Key dates including when the sold property was originally acquired and when the replacement property was identified and acquired.
Without the help of a Qualified Intermediary, you run the risk of nullifying the 1031 exchange and incurring a large tax burden.

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