Rental Property Income and Expense Form

Rental Property Income and Expense Form
Owner Name*

First NameLast Name
Tax Year*
Start Date of Business *
If you completed this last year type "on-file"
Business Name
Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Business EIN
Did you work more or less than 750hrs a landlord:

MoreLess
Property Questions

These next questions are specific to the rental unit(s). If you have expenses as a landlord, that information should be added on the Single Member Business form.

Unit A - Type of Unit
Unit A - Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Do you have a 1098 for this property? If yes, please upload it to the portal.

YesNo
If you rent a room in your home please list the following.
The square footage of your home: Type a label
The square footage of the rented room: Type a label
If this unit was used for personal use, list the number of days:
How many days in the tax year, was the unit rented out:
What is the value of the property:
What is the value of the land:
If unknown, we will calculate a default value of 25% of the value of the property.
Was the property disposed or sold: Yes No
If yes, what date was it disposed or sold: Date
If you have a 1098 Mortgage Interest statement be sure to upload it to the tax portal.
Unit A - Income received
If you have 1099-MISC or K-1 income, do not include that amount in this total. Just upload those forms to the portal.

Unit A - Expenses

Miscellaneous Expense 1
List the miscellaneous expense: blank
List the amount of the expense:
Miscellaneous Expense 2
List the miscellaneous expense: blank
List the amount of the expense:
Depreciation of personal property for Unit A

List the asset in this unit that you are depreciating. (Generally it should be valued at over $300)

Click here to enter data for Unit B
Unit B - Type of Unit
Unit B - Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Do you have a 1098 for this property? If yes, please upload it to the portal.

YesNo
If you rent a room in your home please list the following.
The square footage of your home: Type a label
The square footage of the rented room: Type a label
If this unit was used for personal use, list the number of days:
How many days in the tax year, was the unit rented out:
What is the value of the property:
What is the value of the land:
If unknown, we will calculate a default value of 25% of the value of the property.
Was the property disposed or sold: Yes No
If yes, what date was it disposed or sold: Date
If you have a 1098 Mortgage Interest statement be sure to upload it to the tax portal.
Unit B - Income received
If you have 1099-MISC or K-1 income, do not include that amount in this total. Just upload those forms to the portal.

Unit B - Expenses

Miscellaneous Expense 1
List the miscellaneous expense: blank
List the amount of the expense:
Miscellaneous Expense 2
List the miscellaneous expense: blank
List the amount of the expense:
Depreciation of personal property for Unit B

List the asset in this unit that you are depreciating. (Generally it should be valued at over $300)

Click to enter data for Unit C
Unit C - Type of Unit
Unit C - Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Do you have a 1098 for this property? If yes, please upload it to the portal.

YesNo
If you rent a room in your home please list the following.
The square footage of your home: Type a label
The square footage of the rented room: Type a label
If this unit was used for personal use, list the number of days:
How many days in the tax year, was the unit rented out:
What is the value of the property:
What is the value of the land:
If unknown, we will calculate a default value of 25% of the value of the property.
Was the property disposed or sold: Yes No
If yes, what date was it disposed or sold: Date
If you have a 1098 Mortgage Interest statement be sure to upload it to the tax portal.
Unit B - Income received
If you have 1099-MISC or K-1 income, do not include that amount in this total. Just upload those forms to the portal.

Unit C - Expenses

Miscellaneous Expense 1
List the miscellaneous expense: blank
List the amount of the expense:
Miscellaneous Expense 2
List the miscellaneous expense: blank
List the amount of the expense:
Depreciation of personal property for Unit C

List the asset in this unit that you are depreciating. (Generally it should be valued at over $300)

Property Questions