W9 Forms
If you are the Exchangor, you may get a Form W-9 to fill out. This form is a formal way for a company to request your tax identification number.
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593-C
Purpose of Form
When California real estate is sold or transferred, 31/3 percent of the total sales price must be withheld from the
seller and sent to the California Franchise Tax Board (California Revenue and Taxation Code Section 18662).
Withholding of 31/3 percent is not required if: the total sales price is $100,000 or less; the property is being
foreclosed upon (sold pursuant to a power of sale under a mortgage or deed of trust, sold pursuant to a
decree of foreclosure, or by a deed in lieu of foreclosure); the transferor is a bank acting as a trustee other
than a trustee of a deed of trust; or the seller certifies to an exemption.
Form 8824
Purpose of Form
Use Parts I, II, and III of Form 8824 to
report each exchange of business or
investment property for property of a like
kind. Certain members of the executive
branch of the Federal Government use Part
IV to elect to defer gain on
conflict-of-interest sales.
Please download this guide from IRS for additional information.