Determine if your property meets IRS holding period requirements for 1031 exchange qualification.
Determine if your property meets IRS holding period requirements for 1031 exchange qualification. The IRS requires that properties involved in a 1031 exchange be held for investment or business purposes. This calculator helps you analyze your property's holding period and use patterns against IRS safe harbor guidelines to assess whether it likely qualifies. Get a preliminary evaluation before consulting with a tax professional.
Enter basic details about your property and ownership timeline.
When did you acquire this property?
Select the primary property type
When do you plan to sell this property?
Has this property been used as an investment the entire time you've owned it?
Did you convert the property from personal to rental use, or make other significant changes? These can affect qualification.
Properties recently converted from personal to investment use face heightened IRS scrutiny.
Please complete all required fields with valid data
Enter your property details and usage history, then click "Calculate" to see your holding period analysis and qualification assessment.
Get matched with a qualified tax advisor who can review your specific holding period situation and provide guidance.