Your Exchange Documents Are Ready!

You'll receive an email from with your Exchange Agreement. Please open it, and follow the prompts for completion.

Instructions for Client

  • Please check your email for a message form , check your documents for accuracy, and follow the prompts for completion.
  • After you DocuSign your documents, we will send you a PDF copy of your exchange documents once we internally review them. The IRS will require a traditional, hand-signed copy in the event of an audit (including the amount of "cash boot*" you elect to take, if any). Please retain a traditional, hand-signed copy for your records.
  • Please hold aside the Property ID form, Page 11 of the PDF copy, to complete and send back to us by day-45 of your exchange.

    • Instructions for Escrow/Settlement Agent

  • You will receive a PDF copy of your Client's exchange documents only after they complete our copy.
  • Please have the Notice of Assignment, page 10, signed by the Buyer only and returned to docs@SellTaxFree.com upon closing. You will also find our wiring instructions on page 10, for wiring us funds at closing.
  • If you need a PDF of the exchange documents immediately, click here (Escrow Only)

    • *Cash boot is the money you can elect to withdraw from your sales proceeds at closing, instead of having those proceeds sent to 1031 Exchange Advantage, as your 1031 Accommodator. If you elect to take cash boot at closing, the amount of cash boot you elect to take is subject to taxation. The amount of cash boot you elect to take must be written into the PDF of your Exchange Agreement on Page 1. If you do not wish to take any cash boot at closing, please simply enter "$0" on the cash boot line.
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    QUESTIONS?

    Give us a call at 866-944-1031
    or email us at CustomerService@My1031Place.com
    SellTaxFree.com™ is a trade name of 1031 Exchange Advantage®. 1031 Exchange Advantage™ is a trade name of 1031 EA, LLC and is not a licensed broker. 1031 EA, LLC does not provide, brokerage, legal or accounting services and is simply a Qualified Intermediary under the IRS code. It therefore is not providing any services other than accommodation services and clients and prospects are advised to confirm all tax, legal, accounting and real estate investment decisions with their professionals such as their accountant or attorney.

    A 1031 exchange is a method of tax deferral upon the sale of investment real estate. However, the decision to pay or not pay accumulated and/or deferred taxes is up to the taxpayer, who has control over whether transactions are completed tax-deferred, or tax-free! If an exchanger should decide to continue exchanging into investment property of same or greater value for life, and never sell investment property without utilizing a 1031 exchange, no taxes would be due on any transactions, making them tax-free! Even in the event the taxpayer dies, the taxes die with him, again making the transactions tax-free! Because the choice is up to the taxpayer, we like to say taxes in an exchange are deferred, unless you choose to Sell Tax-Free!

    Copyright 2020 © 1031 EA, LLC & Fortune Cookie Consulting, Ltd. All rights reserved.

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    Contact Us

    • 5355 Avenida Encinas Ste 203
      Carlsbad, CA 92008
    • 866-944-1031
    • info@selltaxfree.com