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1031 Exchange & DSTs · Idaho

1031 Exchanges & Delaware Statutory Trusts in Idaho

Defer Idaho's 5.3% tax on your gain — and the federal bill too.

By · Updated 2026-06-18
5.3%
Idaho top rate on gains
~29.1%
Combined w/ federal + NIIT
0
Baker realized deals on ID property
0
DST sponsors based in ID

Idaho taxes capital gains as ordinary income — up to 5.3% — stacked on top of federal tax, so selling appreciated real estate can cost roughly ~29.1% of the gain. A 1031 exchange into a Delaware Statutory Trust lets Idaho investors defer that combined bill and trade active landlording for passive institutional real estate.

The Idaho tax math


Here's the tax stack on a long-held rental sold for a $1.5M gain (excludes depreciation recapture, taxed separately at up to 25%):

20%
Federal long-term
3.8%
Net investment income tax
5.3%
Idaho state
~29.1%
Combined effective
On a $1.5M gainTax
Federal long-term capital gains (20%)$300,000
Net investment income tax (3.8%)$57,000
Idaho income tax (5.3%)$79,500
Total if you simply sell$436,500
Tax if you 1031 into a DST$0 deferred
Why it matters

In Idaho's top bracket, roughly the combined rate above goes to tax if you sell outright — versus $0 now with a qualifying 1031 exchange. Run your Idaho numbers →

Idaho 1031 rules


Rules summarized as of 2026 — verify with your tax advisor.

01

Conforms to federal §1031

Idaho conforms to IRC §1031, so a qualifying exchange defers Idaho tax as well as federal tax.

02

Withholding at sale

Idaho may require nonresident withholding at closing; a qualifying 1031 exchange generally defers it. Confirm specifics with your closing agent.

03

How gains are taxed

Taxed as ordinary income — up to 5.3%.

Idaho market snapshot


Illustrative — wire to a market-data feed; refreshed quarterly.

See local data
Median value
5.0–7.0% (illustrative)
Cap rates
Owners of appreciated property seeking passive, tax-deferred exits
Demand signal

Baker 1031 in Idaho


We track full-cycle results across the market in our Data Center. Idaho investors can exchange into vetted offerings nationwide.

Current offerings for Idaho investors

No DST currently holds Idaho property, but Idaho investors can exchange into any of our nationwide offerings — a DST doesn't have to be in your home state. Request listings access to see what's available this week.

Learn more


Idaho FAQ


What is the capital gains tax rate in Idaho?

Idaho taxes capital gains as ordinary income, up to 5.3%, with no separate long-term rate. Combined with the federal 20% rate and the 3.8% net investment income tax, a high-bracket Idaho seller can face roughly ~29.1% on a real estate gain.

Does Idaho recognize 1031 exchanges?

Yes. Idaho conforms to IRC §1031, so a properly structured exchange defers Idaho tax as well as federal tax.

Why use a 1031 exchange in Idaho?

To defer the tax on a large gain (up to about ~29.1% combined) and move from active landlording into passive, professionally managed real estate while keeping your full equity invested. These are Regulation D offerings for accredited investors.

Disclosures

This page is educational and is not investment, tax, or legal advice, or an offer to sell or a solicitation to buy any security. State tax and 1031 rules summarized here are general, current as of 2026, and not tax advice — verify with your CPA and attorney. For accredited investors only. Representatives may transact business only in states where registered or exempt. Securities offered through Aurora Securities, Inc., member FINRA/SIPC; Baker 1031 Investments, LLC is independent of Aurora. Performance shown is sponsor-reported, realized programs only, net of fees, not independently verified, and not indicative of future results.

Idaho metros & nearby states