Rental Incomeand Expenses Rental Income and Expenses You are going to want to have the following information handy before you start this. 1. Your 1098 for mortgage interest 2. Your year end mortgage balance 3. Rental income and expenses 4. Property taxes and insurance paid if not on 1098 5. Business bank account balances on 1/1 and 12/31 if applicable Name * Name First First Last Last Email * Phone * Is this rental in an LLC or other entity? * Yes No Name of Entity Do you have a business bank account? * Yes No Balance at Beginning of Year * Balance at End of Year * Rental Property Address: * Rental Property Address: Rental Property Address: Rental Property Address: City City State/Province AlabamaAlaskaArkansasArizonaCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming State/Province Zip/Postal Zip/Postal Is this the first year you are renting the property? * Yes No Do you have your settlement statement or closing disclosure from purchasing the home? * Yes No Have you made significant improvements to home? * Yes No New roof, solar, new flooring, major landscaping projects, etc What date did you start renting the home? * Type of Home * Single Family Home Condo/Townhome Type of Rental * Long Term - Minimum 30 day state Short Term/AirBnB Was the average length of stay 7 days or less? Yes No Did you refinance or sell this property? * Yes No Are you planning on selling this property? * Yes No Do you or did you have a mortgage during the year? * Yes No If yes, you must upload the 1098 mortgage interest form Mortgage Info Bank Name * Balance on 1/1 * Enter zero if new Balance on 12/31 * Enter zero if paid off or refinanced Is this a new mortgage? * Yes No Did you refinance or pay off this mortgage? * Yes No plus1 Add minus1 Remove Rent Received During the Year * What did you pay for homeowner's insurance? * HOA Dues * How much did you spend on repairs? Include everything that cost less than 2500 for a single bill * This includes things like contractors, painters, electrical work and so. How much did you spend on supplies and/or furnishings for the home? * How much did you spend on cleaning and yardwork services? * How much did you spend on electricity and gas? * How much did you spend on water? * How much did you spend on trash and sewer? * How much did you spend on commissions? * How much did you spend on management fees? * Did you spend more than 2500 on a single repair or improvement? * Yes No Major Repairs and Improvements Description * Date Completed * Amount Spent * plus1 Add minus1 Remove If you are human, leave this field blank. Submit
