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Rental Property Questionnaire
FIRST NAME
LAST NAME
PROPERTY ADDRESS
HOW MUCH DID YOU ORIGINALLY PURCHASE THE PROPERTY FOR?
*
WHAT WAS THE DATE WHEN YOU FIRST PUT THE PROPERTY INTO SERVICE? (Meaning, when did you first start renting it out?)
*
Month
Day
Year
HOW MANY DAYS WAS THE PROPERTY RENTED OUT AT FAIR RENTAL PRICE THIS TAX YEAR? (Meaning, at full rental price and not to a family member or friend at a discounted rate.)
*
HOW MANY DAYS VACANT THIS TAX YEAR?
HOW MANY DAYS OF PERSONAL USE THIS TAX YEAR? (Including days rented at less than fair rental price.)
HOW ARE YOU RECEIVING PAYMENTS FOR THE RENT? (I.e., Rental Property Management, Cash, Direct deposit/Business Account, etc.)
*
ANY EXPENSES THIS TAX YEAR?
*
Travel to & from rental
Cleaning/Maintenance
Mortgage Insurance
Management Fees
Basic Repairs
Home Improvements? (New roof, kitchen/bathroom remodel, new flooring, structural add on, etc.)
Utilities
Supplies
Other
None of the above
ARE YOU ABLE TO PROVIDE US WITH THE PROPERTY TAX STATEMENT?
*
YES
NO
NOT SURE
ARE YOU ABLE TO PROVIDE US WITH LAST YEAR'S SCHEDULE E FROM YOUR 2024 1040?
*
YES
NO
NOT SURE
DID YOU MAKE ANY HOME IMPROVEMENTS TO THE PROPERTY IN THE PAST TAX YEARS?
*
YES
NO
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