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 |  |  |  |\n| Client Name (Owner) |  Single Family House\u003Cbr> Room or Apartment in your House | | Attached Accessory Dwelling Unit Other Detached Structure |  |  | | Multi-family\u003Cbr>Commercial |\n| Address of Rental (use a separate worksheet for each rental you own) City State ZIP Code |  |  |  |  |  |  |  |\n\nThis worksheet is designed to simplify your recordkeeping and reduce the amount of paperwork that you need to provide us. For help with a category, refer to the corresponding number on pages 2 and 3. When you fill out this worksheet and send it to us, we won’t require any other documents or spreadsheets from you (except where noted) . Please retain your related receipts, documents and spreadsheet(s) from your rental for your own records.  \n\n| Area for Rent: |  | Entire House / Structure |  |  |  |  | Portion of Property → list percentage of property rented:   % |  |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |\n| Was this rental property used as your primary or secondary residence at any time during the tax year? |  |  |  |  |  |  |  |  |  |  | Yes | | No |\n| Was property available for rent the entire year? |  |  |  |  |  | Yes |  |  | No → dates property available:   thru  |  |  |  |  |\n| Number of days available for rent : A |  |  | Number of days actually rented:   B |  |  |  |  |  |  | Number of days of personal use:   C |  |  |  |\n\nIncome  \n\n| 1 | Total Rental Income-include all amount(s) reported on Form(s) 1099-MISC   | $ |\n| --- | --- | --- |\n\nExpenses  \nUse the section below to list rental expenses. If the area rented was for only a portion of your property/house and you incurred expenses for the entire property/house that included the area for rent, list the total expenses paid for the entire property/house.  \n\n| 2\u003Cbr>3\u003Cbr>4\u003Cbr>5\u003Cbr>6\u003Cbr>7\u003Cbr>8\u003Cbr>9\u003Cbr>10\u003Cbr>11\u003Cbr>12\u003Cbr>13\u003Cbr>14\u003Cbr>15\u003Cbr>16\u003Cbr>17\u003Cbr>18\u003Cbr>18\u003Cbr>19\u003Cbr>19 | Advertising (websites, travel listing site, and publications used to advertise your property for rent)   ....... Travel Expenses (Overnight accommodations, car rental, etc. )   Meals (costs for meals during overnight travel to work on your rental property)   Cleaning & Maintenance   Commissions   Property & Liability Insurance   Legal and other professional fees (do not include our tax prep fee – we will allocate it for you)   Management Fees ……………………………………………………………………………………. .……….… Mortgage Interest………………………………………………………………………………………. ..…………. Repairs (for individual repairs exceeding $2,500, report in row(s) \\#20 below)   Supplies   Real Estate Property Taxes – paid through escrow by your mortgage lender………………………………. Real Estate Property Taxes – paid by you directly to the county………………………………………………. Lodging, Guest, and all Other Taxes   Utilities   Dues, Fees and Licenses (HOA dues, Permits, Registration Fees, Bank Fees, etc. )  \u003Cbr>Other expense that does not fit any category above:   Other expense that does not fit any category above:   Purchase of New Asset less than $2,500:  Purchase of New Asset less than $2,500:  | $ |\n| --- | --- | --- |\n|  |  | $ |\n|  |  | $ |\n|  |  | $ |\n|  |  | $ |\n|  |  | $ |\n|  |  | $ |\n|  |  | $ |\n|  |  | Provide us Form 1098 |\n|  |  | $ |\n|  |  | $ |\n|  |  | Provide us Form 1098 |\n|  |  | $ |\n|  |  | $ |\n|  |  | $ |\n|  |  | $ |\n|  |  | $ |\n|  |  | $ |\n|  |  | $ |\n|  |  | $ |\n\nMajor Repairs & Purchases Exceeding $2,500  \nUse the following section to report major repairs and improvements to the rental property that cost more than $2,500 .  \n\n| 20 | Date in Service Description of Improvement or Repair over $2,500 | $ |\n| --- | --- | --- |\n|  | Date in Service Description of Improvement or Repair over $2,500 | $ |\n|  | Date in Service Description of Improvement or Repair over $2,500 | $ |\n\nRENTAL INCOME & EXPENSES DEFINITIONS  \nExpense Definitions","cbCaiuR6Gs0HnzG8","https://ap.wps.com/l/cbCaiuR6Gs0HnzG8","pdf",278726,"English","# Rental Property Tax Worksheet\n## Income\n## Expenses\n## Major Repairs & Purchases Exceeding $2,500\n## Rental Income & Expenses Definitions","[{\"question\":\"What information is needed to complete the Rental Property Tax Worksheet?\",\"answer\":\"You provide client/owner name and address of each rental property, plus rent area details and the days available for rent, days actually rented, and days of personal use during the tax year.\"},{\"question\":\"Which types of expenses can be listed in the worksheet?\",\"answer\":\"The worksheet includes categories such as advertising, travel, meals, cleaning and maintenance, commissions, property and liability insurance, legal and professional fees, management fees, mortgage interest, repairs, supplies, property taxes, lodging and other taxes, utilities, dues and licenses, and other expenses.\"},{\"question\":\"When should you report major repairs and purchases over $2,500?\",\"answer\":\"Use the dedicated section to report improvements or repairs costing more than $2,500, including the date in service and a description, along with the associated amount.\"}]","Rental Property Tax Worksheet | PDF"]