Rental Property Tax Basis Checklist
Build and preserve acquisition, land, building, closing-cost, improvement, casualty, credit, depreciation, and disposition basis records.
Read the guide →Real-Estate Investor Tax Planning
Maintain property-level basis, use, depreciation, participation, financing, and disposition records across the investment lifecycle.
Guides for specific decisions
Rental Repairs vs. Improvements: Recordkeeping Guide
Document what work was performed, why, when, where, and how it affected the property before deciding whether a cost is currently deductible or capitalized.
Read the guide →Passive Rental Loss Review Checklist
Organize ownership, basis, at-risk investment, participation, income, loss, grouping, personal use, and suspended-loss records.
Read the guide →Real-Estate Professional Status Recordkeeping Guide
Build contemporaneous time, activity, participation, spouse, grouping, and service records before making a real-estate-professional claim.
Read the guide →Rental Property Sale Tax Planning Checklist
Update basis, depreciation, suspended losses, debt, ownership, selling costs, installment, exchange, state, and closing facts before disposition.
Read the guide →