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Serving all 67 Florida counties

Defer Capital Gains on Your Florida Property

Flat-fee Qualified Intermediary for Florida 1031 exchanges. Florida has no state income tax on the gain — you defer only federal capital gains and depreciation recapture. Segregated escrow, $5M Fidelity Bond + $10M E&O Insurance, dedicated coordinator.

Start Your Exchange Estimate Your Tax Savings
$799 flat fee Same-day setup Nothing out of pocket to start

$5M Fidelity Bond + $10M E&O Insurance

Segregated Escrow Accounts

IRS-Compliant Exchange Documentation

Your Florida 1031 Exchange in 4 Steps

We handle the intermediary mechanics. Your CPA handles the tax filings. Your title company handles the closing. Here is where Simple 1031 fits in.

1

Call Before You Close

Engage Simple 1031 before your Florida property sale closes. Once proceeds hit your account, a 1031 is no longer possible.

2

Sign the Exchange Agreement

We send your exchange agreement the same day. Electronic signature. Typically under 5 minutes to complete.

3

Identify Replacement Property

You have 45 calendar days from closing to identify replacement property in writing. We track the deadline and accept identification any hour of the day.

4

Close Within 180 Days

Close on your replacement property within 180 days of the original sale. We wire funds from escrow directly to the replacement closing.

Start Your Florida Exchange

Every Florida Exchange Structure

Florida investors use all four exchange types. Pick the one that fits your timing and strategy.

Forward Exchange

Sell First, Buy Later — $799

The most common Florida exchange. Close on your relinquished property first, identify replacement within 45 days, close within 180.

Florida Forward Exchanges

Reverse Exchange

Buy First, Sell Later — $1,500

For Florida investors who need to lock in a replacement property before their current property sells.

Florida Reverse Exchanges

Improvement Exchange

Build Value — $1,500

Use exchange funds to improve your replacement property before you take title.

Florida Improvement Exchanges

DST Investments

Go Passive — $799

Fractional ownership of institutional real estate. Close in 48 hours. Qualifies as like-kind under Rev. Rul. 2004-86.

Florida DST Exchanges

Start Your Exchange

We handle every step.

Simple, Transparent Pricing

The same flat fee in Florida as anywhere else. No hidden charges, no state surcharges, no surprises.

Nothing Out of Pocket to Start

Our fee is deducted from your exchange proceeds only after your Florida property closes. You pay $0 to engage Simple 1031.

Flat Fee. No Surprises.

Standard Florida Exchange

Forward exchange — any Florida property type

$799 /exchange
  • Segregated escrow — your funds are never commingled
  • 24/7 client portal — track every deadline in real time
  • Dedicated exchange coordinator
  • IRS-compliant exchange documentation
  • 45/180-day deadline tracking & alerts
  • Tax form assistance (1099-S reporting)
  • $5M Fidelity Bond + $10M E&O Insurance
Get Started

Fee deducted from exchange proceeds after your Florida property closes. Nothing out of pocket to start.

Other Exchange Types

Reverse Exchange

$1,500

Buy first, sell later

Improvement Exchange

$1,500

Build value on replacement

DST Exchange

$799

Passive replacement

What Florida Investors Should Know

A short primer on Florida-specific considerations. These are tax topics for your CPA — Simple 1031 handles the Qualified Intermediary mechanics, not the state tax filings.

No Florida State Income Tax

Florida does not impose a state income tax on individual capital gains. A §1031 exchange defers federal capital gains and depreciation recapture — there is no separate state tax on the gain to defer. Your CPA can confirm the federal treatment on your return.

Documentary Stamp Tax (Transfer Tax)

Florida charges documentary stamp tax on deeds at $0.70 per $100 of consideration ($0.60 in Miami-Dade plus a discretionary surtax on non-single-family). This is a transfer tax handled by your closing agent — it is not an income tax and is not deferred by §1031.

No Florida-Specific 1031 Form

Florida has no state-specific §1031 form because there is no state income tax to track. Federal coordination is handled through Form 8824 on the federal return, prepared by your CPA. Simple 1031 provides the exchange documentation your CPA needs but does not prepare or file tax forms.

Major Florida Markets We Serve

We coordinate with title companies across Florida. Frequent metros include Miami-Dade, Fort Lauderdale, Tampa Bay, Orlando, Jacksonville, Naples, and the Florida Keys.

Scope note: Simple 1031 LLC is a Qualified Intermediary. We do not provide tax, legal, or investment advice. The content above is educational. Work with a qualified Florida CPA and, where appropriate, a real estate attorney for your specific exchange.

Florida 1031 Exchange Questions

If you do not find your answer here, call us at (725) 224-5008.

Florida has no state income tax on individual capital gains, so a §1031 exchange defers only the federal capital gain and depreciation recapture. The state's documentary stamp tax on deeds still applies to the closing — that is a transfer tax handled by your closing agent and is not deferred by §1031.
No. Florida has no state-specific §1031 form. Federal coordination uses IRS Form 8824 on the federal return, which is prepared by your CPA. Simple 1031 provides the exchange documentation your CPA needs.
No. Under Treasury Regulation §1.1031(k)-1(k), a party you have had a working relationship with in the prior two years — including your attorney or CPA — is a disqualified person and cannot hold exchange proceeds. The IRS requires an independent Qualified Intermediary.
Your exchange proceeds are held in segregated escrow — never commingled with operating funds or other clients' exchanges. Simple 1031 carries a $5M Fidelity Bond and $10M Errors & Omissions Insurance, and our escrow accounts use FDIC-insured banking partners.
Simple 1031 charges a flat $799 for forward exchanges and DST exchanges, and $1,500 for reverse and improvement exchanges. No hidden fees. Our fee is deducted from exchange proceeds only after your Florida property closes.
Yes. All 50 US states are like-kind to Florida real estate for federal 1031 purposes. Florida investors frequently exchange into Tennessee, Georgia, Texas, and the Carolinas. Your CPA can advise on the state tax impact in the destination state.
Yes — Florida property in any county qualifies as long as it is held for investment or business use under IRC §1031. Insurance, lender, and title considerations are coordinated by your closing team; we coordinate the QI documentation timing.

Start Your Florida Exchange

Tell us about your Florida property. We will respond within one business day.

Your information stays confidential. We respond within one business day. Or call now: (725) 224-5008.

Start Your Exchange

We handle every step.

Ready to Defer Your Florida Capital Gains?

Engage Simple 1031 before you close. Flat $799 fee. Nothing out of pocket to start.

Start Your Exchange Call (725) 224-5008