Rental Property Tax Organizer
Your Name
*
First Name
Last Name
Name of Legal Entity (If Applicable)
During 2024, 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
Property A
Property B
Property C
Property D
Location of Property:
Type of property: Single, Multi, Vacation, Commercial, Land ...
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 ( provide statements to Thai T. Nguyen, CPA)
Other interest
Repairs
Supplies
Property Taxes
Utilities
Auto and Travel
Local Tax & License
Other Expenses - Property A
Other Expenses - Property B
Other Expenses - Property C
Other Expenses - Property D
Property Information - If this is your first year with our firm, please provide a depreciation schedule for all property placed in service before 2022.
Asset Address
Date Purchased
Cost
Date place in service
New 1
New 2
New 3
New 4
New 5
Property Sold, Exchanged or Taken Out of Service
Asset Description
Date Sold or taken out of service
Selling Price
Trade in
Old 1
Old 2
Old 3
Old 4
Signature
*
Date
*
-
Month
-
Day
Year
Date
Your email address:
*
example@example.com
Submit
Should be Empty: