This worksheet assists in consolidating information & calculating tax for the sale of a primary residence. Our firm will require the escrow paperwork from the property purchase and the property sale to accurately assess figures. The exemption is only allowable once every 2 years.
This worksheet is used to consolidate all income & expenses in one location. For mortgage interest & property tax, we will still need the source documents (1098, Annual Statements, etc.). If you had a Management Company manage your property we will need the 1099 MISC received from them to yourself for tax filing. If you filed with our office in prior years, use the customized tax organizer in place of this worksheet.
Download the file below: