ID Hub — Reference Section
Design System v3 · Standalone HTML
Identification Hub
Identify your replacement properties within the IRS 45-day window.
I've seeded your sale price of $850,000 from the Sales Hub. Upload your HUD-1 or settlement statement and I'll read it instantly — confirming the relinquished sale total that governs your 200% and 95% rule caps.
SSN: ···-··-6789 · 456 Sunset Blvd, Los Angeles CA 90028
The same taxpayer that sells the relinquished property must acquire the replacement. Add a co-exchanger (e.g. a married joint-filer or TIC co-owner) if this exchange has multiple taxpayers.
Sale price seeded from Sales Hub: $850,000
Upload your settlement statement to verify this amount — Neela will read it and confirm the relinquished sale total, overriding the seeded amount if different. This total governs your 200% Rule cap ($1,700,000) and 95% Rule acquisition target.
Upload Settlement Statement
RecommendedUse the seeded price of $850,000 without a settlement statement.
Upload or skip settlement statement to enable this confirmation.
Identification Hub
Identify your replacement properties within the IRS 45-day window.
The 3-Property Rule is already selected — it's the simplest path and covers most exchangers. Add up to 3 replacement properties of any value. Switch to the 200% Rule only if you need to identify more than 3 properties.
3-Property Rule
RecommendedIdentify up to 3 properties of any value. The simplest path — best for most exchangers. No FMV total to worry about.
200% Rule
Any number of properties; total identified FMV must not exceed 200% of the relinquished sale price (cap: $1,700,000 for this exchange). Live meter shown as you add properties.
95% Rule
Any number and value; you must actually close on at least 95% of total identified FMV. Use only when advised by your tax counsel.
The 3-Property Rule is already selected and requires no further action. Only change it if you need to identify more than 3 properties.
No properties added yet
Use the buttons above to add your first replacement property
Add at least one replacement property to enable this confirmation.
Identification Hub
Identify your replacement properties within the IRS 45-day window.
FMV threshold: $850,000 confirmed from settlement statement. 200% Rule cap: $1,700,000.
SSN: ···-··-6789
EIN: ··-···4521 · TIC co-owner, 40% interest
3-Property Rule
RecommendedUp to 3 properties of any value.
200% Rule
Any number of properties; aggregate FMV ≤ $1,700,000 (200% of $850,000). Live validation meter below.
95% Rule
Any number; must close on ≥ 95% of total identified FMV.
789 Ocean Ave, Santa Monica, CA 90401
Like-kind real property · FMV: $850,000
1201 Colorado Ave, Santa Monica, CA 90401
DST — Coastal Income Portfolio · FMV: $430,000
Identification Hub
Sign and submit your Replacement Property Identification Notice to the QI.
Your replacement property identifications are ready to certify. E-sign the Identification Notice to lock in your selections with the QI. Missing the Aug 14 deadline permanently fails this exchange.
Replacement Property Identification Notice
E-sign to certify your replacement property identifications to the QI (Priya Anand)
Matt Belcher · Sunrise Ventures LLC · 456 Sunset Blvd, Los Angeles CA 90028
Settlement Statement (Relinquished)
Extracted and confirmed by Neela — sale total $850,000
789 Ocean Ave, Santa Monica, CA 90401
Like-kind real property · FMV: $850,000
1201 Colorado Ave, Santa Monica, CA 90401
DST — Coastal Income Portfolio · FMV: $430,000
E-sign the Identification Notice above to enable this confirmation.
Identification Hub
Locked — complete the Sales Hub first.
Complete the Sales Hub first
The ID Hub requires your relinquished property sale to be confirmed in escrow and the Sales Hub submitted. Your 45-day identification window already started on the day the relinquished property transferred; this step confirms your exchange proceeds are protected.
Sales Hub not yet submitted
Exchange proceeds not yet confirmed in QI escrow