Finance

A Mississippi investor uses a 1031 tax-deferred exchange to sell an investment property and purchase a replacement. To defer all capital gains taxes, the replacement property must be:

ALess expensive than the relinquished property
BOf equal or greater value than the relinquished property, with all equity reinvested✓ Correct
CIn the same city as the relinquished property
DA residential property only

Explanation

To fully defer capital gains in a §1031 exchange, the replacement property must be of equal or greater value than the relinquished property, and all net equity (after paying off the existing mortgage) must be reinvested. Any 'boot' received (cash or property of lesser value) is taxable.

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