Rental Income and Expense Worksheet

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:

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