[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-303505-105":53,"doc-detail-303505-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","2025-schedule-e-summary-worksheet","2025 Schedule E Summary Worksheet","","2025 Schedule E Summary Worksheet supports tax preparation for rental real estate by collecting key property details, ownership percentages, personal-use days, and rental income types (including whether income was reported on a 1099). The worksheet also gathers vehicle mileage for rental-related travel, travel and operating expenses, capital improvements and their costs, insurance, mortgage interest, taxes, and other deductions. 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While we as tax preparers will NOT audit your books, we are required by the IRS (Internal Revenue Service) to assure ourselves that you do maintain records of your rental activities. It is important that the information you provide is summarized in the categories that are indicated on Schedule E.  \nPlease complete this form and include it with your other tax documents.  \nProperty Type (residential, commercial, vacant land)   Property Address   Who owns the property (indicate percentages if more than one individual owns the property)  \n  %   % Do you use the property personally?   􀂅 Yes 􀂅 No  \nIf yes, indicate the number of days rented at fair market value     days Number of personal use days    days  \nIs the rental real estate a vacation home?   􀂅 Yes 􀂅 No If yes, indicate the following:  \nNumber of days rented at fair market value     days  \nNumber of personal use days     days Rental income (not reported on a 1099)   $   Rental income (reported on a 1099 – Include the 1099 with your tax materials)   $   Other income: bank interest, etc   $   Car and/or truck expense: (attach additional sheet for more than one vehicle)  \nBeginning mileage (1/1/2025) (if known)     Miles Ending mileage (12/31/2025) (if known)     Miles 2025 Total Rental miles driven (mileage for TY 2025 is $0 . 70/mile)   Miles  \nTotal miles for this vehicle driven in 2025 (rental and personal) .   Miles Do you maintain these records in the form of a written log or calendar?   􀂅 Yes 􀂅 No Make/Model/Year of Vehicle Used    \nTravel expenses   $   Advertising   $   Cleaning and maintenance   $   Commissions   $    \nTY 2025 Schedule E Summary Worksheet-White Page 1 of 2  \nImprovements: Did you make any capital improvements or purchases to the property in 2025 (e.g., new roof, furnace, new appliance)? If so: (attach additional sheet if necessary)  \nDescription of improvement:   Date of purchase or installation    / /  Cost of improvement   $   Insurance   $   Mortgage insurance premiums paid   $   Mortgage interest paid   $   Other interest paid   $   Management fees   $   Homeowner association fees   $   Legal & professional fees   $   Real estate taxes paid   $   Other taxes paid   $    \nRepairs   $   Supplies   $   Utilities:  \nGas and Electric   $    \nFuel Oil   $   Water   $   Waste Removal/Trash Collection   $   Other (specify)   $    \nOther (specify)   $ _  Other rental expenses:  \nSnow removal   $   Lawn maintenance   $   Other (specify)   $    \nOther (specify)   $   If this is the first year, we are preparing your taxes or this is the first year you have rental property, please provide the following:  \n􀂾 Closing statement from the purchase  \n􀂾 Copy of your previous year’s return  \n􀂾 Copy of all depreciation schedules relating to this rental property  \nIt is important to maintain accurate records of your rental activities. You will need all supporting documentation in the event ofan audit. If you have questions regarding any expense, please consult High Falls Advisors.  \nTY 2025 Schedule E Summary Worksheet-White Page 2 of 2","cbCaikmg0Opk52b6","https://ap.wps.com/l/cbCaikmg0Opk52b6","pdf",891017,"English","# Property information\n## Rental use and income\n# Vehicle mileage and recordkeeping\n## Travel and vehicle expenses\n# Capital improvements and payments\n## Insurance, interest, taxes, and repairs\n# First-year rental documentation","[{\"question\":\"What property details does the worksheet request for Schedule E?\",\"answer\":\"It asks for property type and address, who owns the property (including ownership percentages), and whether the property is used personally.\"},{\"question\":\"How does the worksheet handle personal use and rental days?\",\"answer\":\"It collects the number of days rented at fair market value and the number of personal use days, and it separately addresses vacation home status with the same day breakdown.\"},{\"question\":\"What financial and recordkeeping categories are included for expenses and improvements?\",\"answer\":\"It includes rental income (reported and not reported on a 1099), other income, vehicle and travel costs, advertising and maintenance, capital improvements with purchase/installation dates and costs, plus insurance, mortgage interest, real estate taxes, and other interest and taxes.\"}]","2025 Schedule E Summary Worksheet | PDF",1789804436]