Reporting Your 1031 Exchange

  Thursday, February 12, 2026

12:00 Noon ET / 9:00 a.m. PT

Your presenters:

Who should attend:

Perfect for real estate investors and tax professionals.

Why attend:

A successful 1031 exchange doesn’t end at closing. It requires accurate reporting on your tax return.

With exchanges sometimes crossing tax years and involving interest income, boot, debt, and varying state rules, knowing what to report is critical. Join us to learn how to navigate the process with ease, including:

• Identifying the exact dates and property details required to complete IRS Form 8824
• Address common gray areas, including interest earned on exchange funds and returned proceeds
• Handle exchanges involving boot, debt payoff, or installment reporting elections
• Avoid state-level surprises, including claw-back rules and nonresident filing requirements