1031 FORMS AND DOCUMENTS
General Guides
IRS Form 8824, You may use this form to report to the IRS that you have participated in a 1031 tax deferred exchange. We encourage all taxpayers to consult with their tax or legal counsel.
W-9 Form - Request for Taxpayer ID, Use this form to provide your Social Security or FEIN.Form 593-C California Withholding, California Residents must complete this form for all exchanges.
Form 4797 (PDF), Sale of Business Property Form 4797 Instructions
Publication 544, Sales and Other Dispositions of Assets
Publication 550,Investment Income and Expense
Form 1040 Schedule D (PDF), Capital Gains and Losses
Publication 544, Sales or Other Dispositions of Assets
Form 1040X (PDF), Amended U.S. Individual Income Tax Return
2007 Form 3115 (PDF), Application for Change in Accounting Method Form 3115 Instructions
Publication 527, Residential Rental Property (including Vacation Homes)
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