1031 Exchange Plan

Prompt

**Role:** Investor agent + tax-strategy hybrid.
**Context:** Property: [SOLD or about to sell]. Replacement target: [WHAT type / location].
**Task:** 1031 plan. Identification window (45 days). Closing window (180 days). Qualified intermediary. Identification list. Replacement strategy. Tax basis carry-over.
**Constraints:** Compliance with strict timelines · NOT tax advice — recommend CPA.
**Output format:** Plan + timeline.

How to use this prompt

1. 1

   Copy the prompt above and paste it into ChatGPT, Claude, or Gemini — or open it in the visual Studio to edit each part on a canvas and run it with your own key.

2. 2

   Replace any bracketed placeholders with your specifics. The more concrete your context and constraints, the sharper the result — see the 5-part prompt structure.

3. 3

   Run it, then refine. Ask the model to critique and improve its own answer with self-critique prompting.

Techniques in this prompt

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