Support CenterPart Rental Worksheet for Schedule E
🔍 Part Rental Worksheet for Schedule E
This guide explains how to use the part-year / part rental worksheet when you have both rental and personal (or part-year) property.
⚠️ Before You Begin
You will need access to the Schedule E section of your return.
📊 Step-by-Step Guide
Step 1: Open the part-year rental worksheet
For property that is part rental and part personal or part-year rental, press F9 on Rents received, column A or B, to access a the "part-year rental worksheet". (See on-screen instructions.) The amounts from the worksheet carry to the column from which you linked.
Step 2: Allocate personal vs. rental expenses
If part of the expenses are personal, check the box under line 1 to have the personal portion of mortgage interest and real estate taxes transfer to Schedule A. You need to enter the percentage for rental use in the box under line 3.
❌ Common Errors
If your numbers don’t seem right, re-check the rental-use percentage and confirm you selected the correct worksheet for the relevant rents received column.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: federal,form