IRS FEDERAL FORMS
(8824) Like Kind Exchanges - click here for instructions
Your 1031 exchange must be reported by completing Form 8824 and filing it along with your federal income tax return. If you completed more than one exchange, a different 8824 form must be completed for each exchange. Consult your CPA / Tax Advisor for further guidance and tax advice.
(1040) U.S. Individual Income Tax Return (Single or Married)
(1040 - Schedule A) Itemized Deductions
(1040 - Schedule B) Interest and Ordinary Dividends
(1040 - Schedule C) Profit or Loss From Business
(1040 - Schedule D) Capital Gains and Losses
(1040 - Schedule E) Supplemental Income and Loss
(1040-SR) U.S. Tax Return for Seniors
(1040-NR) U.S. Nonresident Alien Income Tax Return
(1065) U.S. Return of Partnership Income
(1065 K-1) Partner’s Share of Current Year Income, Deductions, Credits
(1120) U.S. Corporation Income Tax Return
(4797) Sale of Business Property
(8949) Sales and Other Dispositions of Capital Assets
(6252) Installment Sale Income
(W-9) Taxpayer Identification
(8960) Net Investment Income Tax
(1099-S) Proceeds from Real Estate Transactions - click here for instructions
(SS-4) Application for Employer Identification Number
(4868) Automatic Extension of Time To File U.S. Income Tax Return
(W-7) Application for IRS Individual Taxpayer Identification Number
(W8-BEN) Certificate of Foreign Status of Beneficial Owner for United State Tax Withholding and Reporting (Individuals) - Click here for entities (W8-BEN-E)
(8288-B) Application for Withholding Certificate for Dispositions by Foreign Persons of U.S. Real Property Interests
*The above forms have been provided as a courtesy. CR Capital 1031 cannot give advice nor assist with the tax filing process of an Exchanger’s tax return. Exchangers must consult their CPA or Tax Advisor for further clarification, guidance, and tax advice related to their exchange and filing the proper forms with the IRS. In addition to filing the required federal forms for an exchange, a taxpayer may also need to file applicable state forms depending on the state the taxpayer lives in as well as the state in which the relinquished property was sold.