Income Tax Organizer - Section Four

Rental Income & Expenses

  Check if property was purchased/converted to rental.

Property Address    

1.    ___________________________________________

_______________________________________________

2.    _____________________________________________________________

_______________________________________________

3.    ____________________________________________________________

_______________________________________________

 

Property   1.     2.     3.  
Income:
Rents Received
     
Expense:
Advertising
     
Association Dues      
Auto and Travel      
Cleaning/Maintenance      
Commissions      
Gardening      
Insurance      
Labor      
Professional Fees      
Miscellaneous      
Mortgage Interest      
Other Interest      
Repairs and Maintenance      
Supplies      
Taxes      
Telephone      
Utilities      
Improvements      
Other:      

Adjustments To Income

Alimony Paid
Payee __________________________________________ 

Amount $__________________

Payee's Social Security # __________________________

 

IRA Deduction ____________________________

Keogh/SEP Deduction _____________________

Penalty on Early
Withdrawal of Savings ______________________

Estimated Tax Payments

Federal  Date Paid   Amount Paid 
Refund Applied From
Prior Year
   
1st Quarter    
2nd Quarter    
3rd Quarter    
4th Quarter    

 

State  Date Paid   Amount Paid 
Refund Applied From
Prior Year
   
1st Quarter    
2nd Quarter    
3rd Quarter    
4th Quarter    

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Donald M. Scherzi, CPA, CFP
6156 Drake Street
Jupiter, FL 33458
(561) 746-1926
FAX: (561) 747-2504
Cell: (561) 339-8102
E-mail: donaldcpa@bellsouth.net