1031 replacement purchase closing packet Workbook
Organize 1031 replacement purchase closing packet with AE Tax Advisors’ editable workbook, evidence checklist and CSV export. Prepare the records for review.
When to use this workbook
Use this 1031 replacement purchase closing packet workbook to connect replacement contract, closing statement and funds trace before the next review. Keep the three records distinct so a missing item is visible.
Reconcile the property’s acquisition, improvements and depreciation with the final closing documents. For an exchange, keep intermediary records and transaction dates together.
Review checkpoint: A sale or exchange label does not settle every asset’s treatment. Missing basis schedules and undocumented cash movements require professional review.
Record checks for 1031 replacement purchase closing packet
| Record | What to check |
|---|---|
| Replacement contract | Reference the complete signed or filed version. Preserve the effective period and identify any missing attachment or confirmation. |
| Closing statement | Use a short factual description and a reference to the underlying record. Mark missing or conflicting evidence as unresolved instead of assuming an answer. |
| Funds trace | Use a short factual description and a reference to the underlying record. Mark missing or conflicting evidence as unresolved instead of assuming an answer. |
Your 1031 replacement purchase closing packet working record
Enter short notes or document references. Use aliases instead of account numbers or personal identifiers. This worksheet exports the values you enter; it does not send them to AE or determine a filing position. Entries are not saved after you leave or reload.
Information readiness checklist
These checks track information readiness, not tax compliance or eligibility.
0 of 5 information checks marked.
Turn the record into a review handoff
For 1031 replacement purchase closing packet, start the handoff with the connection between replacement contract and closing statement. Then identify what funds trace still needs to establish. The exported sheet should make that relationship clear without replacing the original documents.
List the person collecting evidence separately from the professional deciding treatment. A blank field is a request for follow-up, not a zero, an approval or a concluded answer. Keep the supporting documents in your agreed secure record system; this public page accepts no document uploads.
Relevant source and further reading
IRS background for rental sale and exchange records. Use the applicable year’s guidance with your preparer; this organizational worksheet does not decide deduction amounts, election eligibility or statutory deadlines.
Prepared with AI assistance as an educational records tool. No professional review or client result is represented. Read AE’s AI disclosure and editorial policy.
Related workbooks
- 1031 identification evidence file
- 1031 intermediary agreement checklist
- 1031 exchange replacement basis packet
All rental sale and exchange records workbooks · Search the workbook library
Coordinate this work with AE Tax Advisors
If the records reveal an unresolved planning or implementation question, review AE’s relevant service scope and published fees. Bring the record summary and open questions to a discovery call.