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Related-Party Exchange

When related parties exchange property, gain or loss must be recognized if either party disposes of the property acquired within two years of completion of the exchange.

The related party rule does not apply if, within the two-year window, a postexchange disposition occurs:

  • After the death of either related party, or
  • As a result of an involuntary conversion, or
  • When income tax avoidance is not a factor.

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