Rental Real Estate Worksheet Template

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Rental Real Estate Worksheet
Taxpayer(s):
Property Address:
% of Ownership:
%
Personal Use:
¨ Yes
¨ No
Date of Acquisition:
Property Type:
¨ Residential
¨ Commercial
Rents received:
$
Number of miles driven this tax year in connection with rental activities:
Amount
Amount
Paid this Year
Expense
Paid this Year
Expense
Advertising
Legal fees (attach copy of the invoice)
Association fees
Management fees
Cleaning
Post office box
Commissions
Professional fees
Credit Check
Property taxes (attach copy of the tax bill)
Insurance
Supplies
Utilities
Other (describe):
Repairs and Maintenance
Date
Amount Paid this Year
Description
Attach the following documents:
¨ Form 1098-Mortgage Interest Statement
¨ HUD Settlement Statement for the purchase of the property
¨ HUD Settlement Statement for refinance of the property
¨ HUD Settlement Statement for the sale of the property
¨ Depreciation schedule (new clients only)
¨ Property improvements: description, cost and date placed in service
Note: Legal fees paid to defend or protect title to property, to recover property or to develop or improve property are capitalized and
added to the property’s basis.
1/15/16
Documents/Professional Services/Tax/Income/Individual/FORMS and DOCS/RENTAL/Rental
Real Estate Worksheet.pdf

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