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features
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Description

Our complimentary AI 1031 specialist has been developed using over 8,000 U.S. tax documents and is equipped to address any inquiries concerning 1031 exchanges. Gain insights into the capital gains you may defer and the financial parameters of your exchange. Share your exchange details with us, and we will promptly connect you with the appropriate 1031 expert who can cater to your requirements. Real estate investors have the opportunity to utilize a 1031 exchange as a means to circumvent capital gains taxes when selling a property. In the context of a 1031 exchange, the specifics of the transaction determine the portion of capital gains that can be deferred or will be taxable. To ascertain how much of your capital gains can be deferred in a real estate exchange, provide us with the particulars of the properties you are selling and acquiring. We offer thoroughly researched answers to your most intricate tax-related inquiries, making it the most effective method for managing a 1031 exchange. With our service, you can navigate the complexities of tax deferral with confidence and clarity.

Description

Link your accounts seamlessly to monitor your portfolio and compute your taxes efficiently, all while ensuring your data is encrypted by you alone. With direct real-time connections to exchanges, you can import trades and transactions effortlessly, allowing you to instantly assess their effects on your portfolio and tax obligations. These direct connections guarantee that your data remains private, as we don't have the ability to access or log your information. If your exchange isn't currently supported or is inactive, you can still upload your data using our tailored CSV format. For smaller batches of transactions, manual entry is also an option. We recognize the value of every asset you hold, presenting you with a comprehensive total in your preferred currency. Gain insights into your asset performance over time, reminiscing about previous successes while strategizing for future opportunities. Additionally, you can analyze the distribution of your account value across various assets, enabling informed investment and rebalancing choices. Support is available for capital gains and income tax calculations for both the UK and USA, ensuring you're well-equipped for your financial planning. With our platform, you can confidently navigate your financial landscape and make educated decisions regarding your investments.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

Free
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Deferred.com

Website

www.deferred.com

Vendor Details

Company Name

Recap

Founded

2018

Country

United Kingdom

Website

recap.io

Product Features

Product Features

Crypto Tax

Automated Data Import
Exchange Integration
Export Transactions
Historical Prices
Income Overview
Margin & Futures Support
Profit & Loss / Cap Gains
Staking / Lending / DeFi Support
Tax Form Generation
Tax Loss Harvesting
Wallet Integration

Alternatives

Alternatives

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