Property Address

Rental Income and Expenses

Street Address
City TAX YEAR: 202_
State Percentage For Schedule E
ZIP Code Notes Total Days Rented In Year 0 Schedule E Schedule A
Days Available to be Rented 365
Income
(100% As Received) 100% $ -

Expenses (100% as Paid)

Advertising Expense (if any) 100% $ -

Condo Fees / Monthly Maintenance Charge (if any) 0% $ - $ -

Repairs and Maintenance

Cleaning post Rentals 100% $ -
Regular Cleaning (i.e. biweekly, monthly) 0% $ - $ -
Repairs (detail in notes and Capital Improvements) 0% $ - $ -
Repair Supplies 0% $ - $ -

Real Estate Taxes (if any) 0% $ - $ -

Depreciation Determined by Costa Law Group

Homeowners' Insurance (if any) 0% $ - $ -

Mortgage Interest Paid 0% $ - $ -

Legal Expenses (if any) 0% $ - $ -

Property Agent Fees / Management Agent Fees / Real Estate Broker Fees (if
any) 100% $ -

Utilities Paid by Owner 0%

Water $ - $ -
Gas $ - $ -
Electricity $ - $ -
Oil $ - $ -
Internet $ - $ -
Cable $ - $ -
Plow Service $ - $ -
Other $ - $ -

Any Other Owner Paid Expenses?

Other Expense 1
Other Expense 2
Other Expense 3
Other Expense 4

Total $ -

PLEASE MAKE SURE THAT COSTA LAW GROUP HAS A COPY OF THE HUD-1 SETTLEMENT STATEMENT/BUYER CD (CLOSING DISCLOSURE) AND ALL CLOSING COSTS FROM THE PURCHASE
OF THE RENTAL PROPERTY

Capital improvements since purchase

Date of Improvement Type of Improvement Cost of Improvement Notes

Instructions
1. In cells B2-B5, fill in the property address of the Rental Property.
2. In cell B2, fill in the name of the Tax Payer.
3. In cell C3, fill in the Tax Year.
4. In cell F5, fill in the number of days the property was rented during the tax year.
5. In cell F6, fill in the number of days the property was available to be rented. (i.e. exclude the days the tax payer stayed at the property or days the client did not own the property, if purchased part way through
the year).
6. In cell D8, enter the amount of income received from Rental Property (100% as it was received from the renter).
7. In cell D11, enter the amount spent on advertising the Rental Property.
8. In cell D13, enter the amount paid toward fees charged for condo or association fees associated with the property upkeep, so called "condo fees."
9. In cell D16, enter the amount spent on cleaning after a renter has vacated the property.
10. In cell D17, enter the amount paid for regularly scheduled cleaning services (i.e. daily, weekly, monthly, etc.).
11. In cell D18, enter the amount spent on repairs, please also list these improvements in the section "Capital improvements since purchase" starting at Cell A56.
12. In cell D19, enter the amount spent on supplies needed to perform repairs.
13. In cell D21, enter the amount paid by the tax payer in Real Estate Taxes during the tax year.
14. In cell D25, enter the amount paid in Homeowners Insurance during the tax year.
15. In cell D27, enter the amount of interest paid toward your mortgage during the tax year. This can be found on Form 1098 from the lender.
16. In cell D29, enter the amount spent on legal services during the tax year.
17. In cell D31, enter the amount spent on agency fees for the rental property.
18. In cells D33 through D41, enter the amount paid toward the corresponding utilities.
19. In cells D43 through D47, enter any additional rental property expenses not explicitly listed above.
20. In cells A56 through D63, enter any information regarding improvements on the rental property since its purchase.