Tax Questionnaire

Do you have rental income during {selectTax}?

Property # 1

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Name of person who provided rental services (real estate agent)

First NameLast Name

Address of person who provided rental services (real estate agent)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Phone Number of person who provided rental services (real estate agent)

Income:

Choose your currency

Income

Choose your currency

Income

Expenses:

Rows	Currency	Property # 1
Advertising
Travel
Cleaning & maintenance fees
Association fees
Pool Service
Lawn service
Pest Control
Security alarm service
Miscellaneous
Commissions
Insurance
Legal and professional fees
Management fees
Licenses and other fees
Mortgage interest; please send mortgage interest statement from bank
Other interest
Repairs
Purchases of Furniture and Equipment etc
Supplies, office supplies
Property tax
Utilities
Telephone, Internet, TV
Sales- and Tourist-Tax

Other Information:

Rows	Property # 1
Number of days rented:
Number of days for personal use:
Number of days property used for repairs, renovations etc, if you did the work yourself
Number of days of rent-free use by family members, friends etc.?

Do you want to add another property

Property # 2

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Name of person who provided rental services (real estate agent)

First NameLast Name

Address of person who provided rental services (real estate agent)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Phone Number of person who provided rental services (real estate agent)

Income:

Choose your currency

Income:

Choose your currency

Income:

Expenses:

Rows	Currency	Property # 2
Advertising
Travel
Cleaning & maintenance fees
Association fees
Pool Service
Lawn service
Pest Control
Security alarm service
Miscellaneous
Commissions
Insurance
Legal and professional fees
Management fees
Licenses and other fees
Mortgage interest; please send mortgage interest statement from bank
Other interest
Repairs
Purchases of Furniture and Equipment etc
Supplies, office supplies
Property tax
Utilities
Telephone, Internet, TV
Sales- and Tourist-Tax

Other Information:

Rows	Property # 2
Number of days rented:
Number of days for personal use:
Number of days property used for repairs, renovations etc, if you did the work yourself
Number of days of rent-free use by family members, friends etc.?

Do you want to add another property

Property # 3

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Name of person who provided rental services (real estate agent)

First NameLast Name

Address of person who provided rental services (real estate agent)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Phone Number of person who provided rental services (real estate agent)

Income:

Choose your currency

Income:

Choose your currency

Income:

Expenses:

Rows	Currency	Property # 3
Advertising
Travel
Cleaning & maintenance fees
Association fees
Pool Service
Lawn service
Pest Control
Security alarm service
Miscellaneous
Commissions
Insurance
Legal and professional fees
Management fees
Licenses and other fees
Mortgage interest; please send mortgage interest statement from bank
Other interest
Repairs
Purchases of Furniture and Equipment etc
Supplies, office supplies
Property tax
Utilities
Telephone, Internet, TV
Sales- and Tourist-Tax

Other Information:

Rows	Property # 3
Number of days rented:
Number of days for personal use:
Number of days property used for repairs, renovations etc, if you did the work yourself
Number of days of rent-free use by family members, friends etc.?

Do you want to add another property

Property # 4

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Name of person who provided rental services (real estate agent)

First NameLast Name

Address of person who provided rental services (real estate agent)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Phone Number of person who provided rental services (real estate agent)

Income:

Choose your currency

Income:

Choose your currency

Income:

Expenses:

Rows	Currency	Property # 4
Advertising
Travel
Cleaning & maintenance fees
Association fees
Pool Service
Lawn service
Pest Control
Security alarm service
Miscellaneous
Commissions
Insurance
Legal and professional fees
Management fees
Licenses and other fees
Mortgage interest; please send mortgage interest statement from bank
Other interest
Repairs
Purchases of Furniture and Equipment etc
Supplies, office supplies
Property tax
Utilities
Telephone, Internet, TV
Sales- and Tourist-Tax

Other Information:

Rows	Property # 4
Number of days rented:
Number of days for personal use:
Number of days property used for repairs, renovations etc, if you did the work yourself
Number of days of rent-free use by family members, friends etc.?

Do you want to add another property

Property # 5

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Name of person who provided rental services (real estate agent)

First NameLast Name

Address of person who provided rental services (real estate agent)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Phone Number of person who provided rental services (real estate agent)

Income:

Choose your currency

Income:

Choose your currency

Income:

Expenses:

Rows	Currency	Property # 5
Advertising
Travel
Cleaning & maintenance fees
Association fees
Pool Service
Lawn service
Pest Control
Security alarm service
Miscellaneous
Commissions
Insurance
Legal and professional fees
Management fees
Licenses and other fees
Mortgage interest; please send mortgage interest statement from bank
Other interest
Repairs
Purchases of Furniture and Equipment etc
Supplies, office supplies
Property tax
Utilities
Telephone, Internet, TV
Sales- and Tourist-Tax

Other Information:

Rows	Property # 5
Number of days rented:
Number of days for personal use:
Number of days property used for repairs, renovations etc, if you did the work yourself
Number of days of rent-free use by family members, friends etc.?

Do you want to add another property

Property # 6

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Name of person who provided rental services (real estate agent)

First NameLast Name

Address of person who provided rental services (real estate agent)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Phone Number of person who provided rental services (real estate agent)

Income:

Choose your currency

Income:

Choose your currency

Income:

Expenses:

Rows	Currency	Property # 6
Advertising
Travel
Cleaning & maintenance fees
Association fees
Pool Service
Lawn service
Pest Control
Security alarm service
Miscellaneous
Commissions
Insurance
Legal and professional fees
Management fees
Licenses and other fees
Mortgage interest; please send mortgage interest statement from bank
Other interest
Repairs
Purchases of Furniture and Equipment etc
Supplies, office supplies
Property tax
Utilities
Telephone, Internet, TV
Sales- and Tourist-Tax

Other Information:

Rows	Property # 6
Number of days rented:
Number of days for personal use:
Number of days property used for repairs, renovations etc, if you did the work yourself
Number of days of rent-free use by family members, friends etc.?

2. Interest income:

Please provide statements from banks)

3. Other US income:

Please provide supporting documentation

Please Select Your Language

Tax Questionnaire

PLEASE COMPLETE FORM ENTIRELY AND DO NOT OMIT ANY QUESTIONS! WE WILL NEED ALL REQUESTED INFORMATION TO BE ABLE TO PREPARE YOUR TAX RETURN!

Spouse Details

Rental Income and Expenses:

Improvements and new Purchases:

Other Information