Qualified Opportunity Funds & Capital Gains Tax Deferral

Qualified Opportunity Funds

If you sell stock and (during the following 180 days) invest the gain into a qualified opportunity fund, can you defer the taxes on that gain? That’s our topic for this article.

Internal Revenue Code

In short, the answer to the question at hand is yes. Here is some clarifying information straight from the IRS website:

“Under § 1400Z-2(a)(1) of the Internal Revenue Code, you may elect to defer the tax on some or all of that gain.  If, during the 180-day period, you had invested in one or more Qualified Opportunity Funds only an amount that was less than your entire gain, you may still elect to defer paying tax on part of the gain, up to the amount that you invested in that way.”

Like-Kind Exchange Tax Deferral

The like-kind exchange professionals at Commercial Partners Exchange Company have twenty years of experience in the industry and can handle even the most complex exchanges. With a qualified intermediary by your side, you will have someone who can prepare all of your 1031 documentation for closing, and advise you of the best decisions at every step of the exchange. Contact us today to set up your real estate exchange. Our main office is located in downtown Minneapolis, but we serve the entire state of Minnesota as well as the rest of the country.

  • Start Your 1031 Exchange: If you have questions about 1031 exchanges, feel free to call me at 612-643-1031.

Defer the tax. Maximize your gain.


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