RELATED TAX STRATEGIES

Section 1033

Also called: involuntary conversion · condemnation replacement · casualty replacement

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PLAIN-ENGLISH DEFINITION

A separate tax provision addressing certain involuntary conversions, such as qualifying condemnations or casualties, with its own replacement rules and timelines.

What it means in practice.

Section 1033 is not a 1031 exchange. It can provide nonrecognition treatment in qualifying involuntary-conversion circumstances.

Why it matters.

Professionals should distinguish voluntary exchanges from involuntary conversions early.

Additional notes.

Section 1033 is not a 1031 exchange. It can provide nonrecognition treatment in qualifying involuntary-conversion circumstances.

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