Like-Kind Exchange Tax Filing Reports
These annual reports are similar to management reports; however, they include addition documents and details required to document Section 1031 Like Kind Exchange activity in IRS filings.
| Federal Reports | State Reports - Without Bonus Depreciation1 |
| 8824 Condensed |
Gain Loss Summary |
| State 8824 Condensed (without bonus) |
Depreciation Detail |
| Depreciation Detail |
EOY Depreciation Summary |
| Gain Loss Detail |
- |
| EOY Depreciation Summary |
- |
| AMT Gain Loss Detail |
California Reports |
| - |
CA Depreciation Detail |
| Prior Year Reports2 |
CA EOY Depreciation Detail |
| Federal Prior EOY Depreciation Summary |
CA AMT Gain Loss Detail |
| State Prior CA EOY Depreciation Summary |
CA Gain Loss Detail |
| - |
State Prior Depreciation Summary |
1 The Like Kind Exchange system is capable of printing IRS Form 8824. However, client generally use the 8824 condensed listing for filing purposes.
2 Prior year reports allow clients to compare Like Kind Exchange Section 1031 matching activity across years.
