Library of 1031 Exchange Forms

Addendum A (1031 Exchange Cooperation Clause used in the purchase and sale agreement)

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"WASHINGTON STATE LAW, RCW 19.310.040, REQUIRES AN EXCHANGE FACILITATOR TO EITHER MAINTAIN A FIDELITY BOND IN AN AMOUNT OF NOT LESS THAN ONE MILLION DOLLARS THAT PROTECTS CLIENTS AGAINST LOSSES CAUSED BY CRIMINAL ACTS OF THE EXCHANGE FACILITATOR, OR HOLD ALL CLIENT FUNDS IN A QUALIFIED ESCROW ACCOUNT OR QUALIFIED TRUST." RCW 19.310.040(1)(b) (as amended)

Post 1031

IRA Advantage

Addendum A (1031 Exchange Cooperation Clause used in the purchase and sale agreement)

Addendum B (Replacement Property)

Form 8824 (Filed when tax returns are due to document the 1031 Exchange)

ID Form (Provided for the 45 day identification requirement)