Schedule E Worksheet for Rental Property
►IRS Requires we have on file your own information to support all Schedule E’s
Rental Property #1 – Address______________________________________________________________________
If Purchased this Year – Date ___/___/_______
Initial Cost _______________
Improvements _____________
Rental Property #2 – Address _____________________________________________________________________
If Purchased this Year – Date ___/___/_______
Initial Cost _______________
Improvements _____________
Rental Property #3 – Address _____________________________________________________________________
If Purchased this Year – Date ___/___/_______
Initial Cost _______________
Improvements _____________
Rental #1
Rental #2
Rental #3
Rents Received
$____________
$____________
$____________
Advertising
$____________
$____________
$____________
Cleaning and Maintenance
$____________
$____________
$____________
Commissions
$____________
$____________
$____________
H O A Dues
$____________
$____________
$____________
Insurance
$____________
$____________
$____________
Legal/Professional Fees
$____________
$____________
$____________
Management Fees
$____________
$____________
$____________
Mortgage Interest Paid to Banks
$____________
$____________
$____________
Other Interest
$____________
$____________
$____________
Repairs
$____________
$____________
$____________
Supplies
$____________
$____________
$____________
Taxes
$____________
$____________
$____________
Utilities
$____________
$____________
$____________
Other __________________________________
$____________
$____________
$____________
Other __________________________________
$____________
$____________
$____________
► Business Mileage to and from Rentals
___________ mi
__________ mi
__________ mi
□
□
Question MUST be answered >>
Do you have “evidence” to support your mileage? . . . . . . ..
Yes
No
□
□
and this if applicable >>
If yes, is the “evidence” written? . . . . . . . . . . . . . . . . . . . . . . .
Yes
No
“Evidence” includes mileage logs, appointment records, etc. plus IRS could ask for odometer
readings from oil changes, repair invoices, purchase and sale documents.
► Appliance/HVAC Purchases
$____________
$____________
$____________
► Major Improvements
$____________
$____________
$____________
► Do you have an Office in Your Home?
□
□
Yes
No
If Yes
Sq Ft of Office __________
Sq Ft of Home __________
Real Estate Taxes
$____________
Mortgage Interest
$____________
HO Insurance
$____________
Utilities
$____________
I certify that I have listed all income, all expenses, and I have documentation to back up the figures entered
on this worksheet
Printed Name__________________________________________ Signature______________________________________________________________