Property OwnershipIntermediateArizona Exam

An Arizona commercial property is sold in a '1031 exchange.' The investor avoids immediate capital gains tax by:

ADonating at least 10% of the capital gain to a qualified charitable organization, which triggers a charitable deduction that offsets the capital gains tax dollar for dollar
BReinvesting the proceeds into a 'like-kind' property within specified time limits under IRC § 1031Correct
CHolding the replacement property for a minimum of 1 year after the exchange closes, at which point the deferred gain is permanently forgiven under IRC § 1031
DConverting the replacement property to their primary residence within 2 years of the exchange, which qualifies it for the IRC § 121 primary residence exclusion

Why Reinvesting the proceeds into a 'like-kind' property within specified time limits under IRC § 1031 Is Correct

Answer B: Reinvesting the proceeds into a 'like-kind' property within specified time limits under IRC § 1031

A 1031 tax-deferred exchange allows an investor to defer capital gains taxes by reinvesting proceeds from a relinquished property into a like-kind replacement property within 45 days (identification) and 180 days (closing) of the sale.

Exam Tip: Property Ownership

Property ownership questions test the bundle of rights and different forms of ownership. Know the differences between joint tenancy, tenancy in common, and community property, including the right of survivorship.

Key Property Ownership Terms in This Question

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