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Tax Form
Rental Income & Expenses
Rental Income and Expenses
You are going to want to have the following information handy before you start this.
1. Your 1098 for mortgage interest 2. Your year end mortgage balance 3. Rental income and expenses 4. Property taxes and insurance paid if not on 1098 5. Business bank account balances on 1/1 and 12/31 if applicable
Name
*
Name
First
First
Last
Last
Email
*
Phone
*
Is this rental in an LLC or other entity?
*
Yes
No
Name of Entity
Do you have a business bank account?
*
Yes
No
Balance at Beginning of Year
*
Balance at End of Year
*
Rental Property Address:
*
Rental Property Address:
Rental Property Address:
Rental Property Address:
City
City
State/Province
Alabama
Alaska
Arkansas
Arizona
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State/Province
Zip/Postal
Zip/Postal
Is this the first year you are renting the property?
*
Yes
No
Do you have your settlement statement or closing disclosure from purchasing the home?
*
Yes
No
Have you made significant improvements to home?
*
Yes
No
New roof, solar, new flooring, major landscaping projects, etc
What date did you start renting the home?
*
Type of Home
*
Single Family Home
Condo/Townhome
Type of Rental
*
Long Term - Minimum 30 day state
Short Term/AirBnB
Was the average length of stay 7 days or less?
*
Yes
No
Did you refinance or sell this property?
*
Yes
No
Are you planning on selling this property?
*
Yes
No
Do you or did you have a mortgage during the year?
*
Yes
No
If yes, you must upload the 1098 mortgage interest form
Mortgage Info
Bank Name
*
Balance on 1/1
*
Enter zero if new
Balance on 12/31
*
Enter zero if paid off or refinanced
Is this a new mortgage?
*
Yes
No
Did you refinance or pay off this mortgage?
*
Yes
No
plus1
Add
minus1
Remove
Rent Received During the Year
*
What did you pay for homeowner's insurance?
*
HOA Dues
*
How much did you spend on repairs? Include everything that cost less than 2500 for a single bill
*
This includes things like contractors, painters, electrical work and so.
How much did you spend on supplies and/or furnishings for the home?
*
How much did you spend on cleaning and yardwork services?
*
How much did you spend on electricity and gas?
*
How much did you spend on water?
*
How much did you spend on trash and sewer?
*
How much did you spend on commissions?
*
How much did you spend on management fees?
*
Did you spend more than 2500 on a single repair or improvement?
*
Yes
No
Major Repairs and Improvements
Description
*
Date Completed
*
Amount Spent
*
plus1
Add
minus1
Remove
Submit
If you are human, leave this field blank.
