Rental Property Tax Organizer
Your Name:
Name of Legal Entity (If Applicable)
During 2020, did you make any payments that would require you to file Form(s) 1099?
Yes
No
If you did make any payments that would require you to file Form(s) 1099, did you or will you file required Form(s) 1099?
Yes
No
Rental Income & Expenses
Rows
Property A
Property B
Property C
Location of Property:
Type:
Any personal use?
Fair Rental Days
Personal Use Days
Date place in service
Income: Rents received ($)
Advertising
Cleaning & Maintenance
Commissions
Insurance
Legal & professional
Management Fees
Mortgage interest paid to banks
Other interest
Repairs
Supplies
Taxes
Utilities
Other Expenses - Property A
List details & amounts for each line
Other Expenses - Property B
List details & amounts for each line
Other Expenses - Property C
List details & amounts for each line
Property Information - If this is your first year with our firm, please provide a depreciation schedule for all property placed in service before 2020.
Rows
Asset Address
Date Purchased
Cost
Date place in service
New 1
New 2
New 3
New 4
New 5
New 6
Property Sold or Taken Out of Service
Rows
Asset Description
Date sold or taken out of service
Selling price
Trade in?
Old 1
Old 2
Old 3
Old 4
Signature
*
Date
*
Submit
Should be Empty: