TAX CONCEPTS

Basis & Depreciation After an Exchange

Why deferred gain changes the basis story and why replacement-property economics should be modeled after the exchange.

Deferral carries tax attributes forward.

IRS guidance explains that the basis of property received in a qualifying nontaxable exchange is generally related to the basis of the property transferred, with adjustments under the applicable rules. In practical terms, an exchange can defer gain rather than erase the economics that created it.

Replacement-property analysis should include after-tax accounting.

Acquisition price alone does not tell the story. Investors should understand the resulting basis, depreciation implications, allocations, debt and how later disposition could affect tax outcomes. Cost segregation, improvements and mixed consideration can add further complexity.

Primary / reference sources

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