I recently used one

basically if the net sale price( sold price- cost) is no more than 365k, there is no benefit to use 1031k.  At the end, I had to take the fund out from 1031k and pay the long term gain next year.   Wasting $1250.00..... but learned the lesson. 

you can not use any amount once it is in 1031k for improvement unless you set up another specific account for that--- and if you had downpay for the investment property that was sold,  you can not take it out from the fund--- 

 

所有跟帖： 

• 为什么365k profit以下就不需要exchange呢？按理说15%的税也4-5万呢，而exchange fee大大少于税啊 -kozy- ♀ (0 bytes) () 03/29/2016 postreply 16:21:53

• 不是不交税，只是delay交税，而且你的新property的depreciation basis 会减少 -天下攘攘- ♀ (0 bytes) () 03/29/2016 postreply 18:28:41

• 有这种说法吗？ AMY 能否指导一下？ -大百百- ♂ (117 bytes) () 03/29/2016 postreply 19:53:09