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CAPITAL GAINS CALCULATOR

These calculations show the approximate capital gain taxes deferred by performing an IRC § 1031 exchange.

Please enter your figures in the fields provided (enter your numbers with no commas or dollar signs, for example: 300000) and click on the "Calculate" button in each area to perform the calculations.

STEP 1. Calculate Net Adjusted Basis
$ original purchase price
+$ improvements
-$ depreciation
  
STEP 2. Calculate Capital Gain Sales Price of Property
$ sales price
-$ net adjusted basis
-$ costs of sale (commissions, fees, etc.)
  
STEP 3. Calculate Capital Gain Tax Due
$ recaptured depreciation (25%)
+$ federal capital gain tax (15%)
   % your state capital gain tax rate (ie 5 not .05)
+$ state capital gain tax
  
STEP 4. Calculate Equity
$ sales price
-$ costs of sale
-$ loan balances
  
-$ capital gain taxes due
  
STEP 5. Calculate New Investment Returns
Capital Gains Taxes
Paid

Capital Gains Taxes
Deferred

 
   $     $     Investment Amount
       %         %     Projected Return
 *
   $    $


Deferred Investment Returns could be tax sheltered. See your tax advisor for details.

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PRESIDIO IS A BRANCH OFFICE OF OMNI BROKERAGE, INC.
SECURITIES OFFERED THROUGH OMNI BROKERAGE, INC. - MEMBER FINRA/SiPC