Interactive Tools

1031 Exchange Calculators & Checklists

Every tool below runs client-side, updates as you type, and mirrors the compliance expectations Qualified Intermediaries enforce across Baltimore, Baltimore County, and Maryland.

Boot Calculator

Calculate cash boot, mortgage relief, and estimated taxes.

Enter Baltimore-specific exchange figures to monitor cash received, mortgage relief, and non-like-kind proceeds while previewing illustrative tax on potential boot.

Launch Tool

Exchange Cost Estimator

Project QI fees, escrow budgets, and Baltimore County recording charges.

Estimate Qualified Intermediary percentages, escrow coordination, Maryland title insurance premiums, recording fees, and other closing costs before you issue Baltimore 1031 offers.

Launch Tool

Identification Rules Checker

Verify three-property, 200% value, and 95% acquisition compliance.

Quickly test how many assets you identified, their total value, and what you plan to close so Baltimore investors stay aligned with three-property, 200 percent, or 95 percent IRS rules.

Launch Tool

How to use these calculators

  • Use live inputs during strategy calls with your Qualified Intermediary.
  • Print summaries for investor files or attach PDFs to Baltimore closing emails.
  • Share the identification rule output with counsel before day 45 filings.

Educational content only. Not tax, legal, or investment advice. Results are estimates only. Consult a Qualified Intermediary and tax advisor before making decisions. Maryland transfer tax and recording fees still apply during 1031 exchanges.