Free Year-End Tax Prep Checklist for Landlords

Walk into your tax appointment with everything in hand. This one-page checklist lists the rental records your tax preparer is likely to ask for, so you can gather them all at once.

Read the guide: Landlord Tax Checklist: What to Gather at Year-End

Year-End Tax Prep Checklist printable preview, page 1

Who It's For

Landlords getting ready to file taxes on rental income, whether they use a tax preparer or do it themselves.

How to Use It

  1. Print a copy in December or January and fill in the tax year and property.
  2. Gather each item on the list. Skip anything that doesn't apply.
  3. Check items off as you collect them.
  4. Write any questions for your preparer in the box at the bottom.
  5. Bring the checklist and your documents to your appointment.

What's Included (1 page)

  • Income records (rent received, other fees, 1099 forms, security deposits kept)
  • Mortgage and property records (Form 1098, property tax, insurance, HOA, closing statements, prior depreciation schedule)
  • Expense records (expense tracker, repair and improvement receipts, utilities, fees, mileage, contractor payments)
  • Other items (last year's return, estimated tax payments, bank statements)
  • "Questions for My Preparer" box

Good to Know

This checklist is for organizing documents only and is not tax advice. Not every item applies to everyone. Ask a qualified tax professional what applies to your situation.

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Related Printables

This printable is a general record-keeping tool, not legal or tax advice. Laws vary by state and city.