Support CenterPart Rental Worksheet for Schedule E
🔍 Part Rental Worksheet for Schedule E
This guide explains how to use the Part Year, Rental, Ownership Worksheet for property that is part rental and part personal or part-year rental.
⚠️ Before You Begin
You will need to be in the Rents received section so you can access the worksheet.
📊 Step-by-Step Guide
Step 1: Open the Part Year, Rental, Ownership Worksheet
Use this when you need to allocate amounts for part rental and part personal or part-year rental property.
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, Ownership Worksheet. (See on-screen instructions.)
The amounts from the worksheet carry to the column from which you linked.
Step 2: Transfer personal portions to Schedule A (if applicable)
Use this when part of the expenses are personal and you want them to flow to Schedule A.
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.
Step 3: Enter the rental-use percentage
Use this to correctly allocate rental vs. personal use.
You need to enter the percentage for rental use in the box under line 3.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
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