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See how your rental is treated, what loss you may deduct, and what carries into next year.
Answer simple questions about rental stays, personal-use days, and the work you do. Then enter income and expenses in Schedule E order and review your dashboard.
• Review rental type and participation status.
• Estimate rental income or deductible loss and track unused losses.
• See expense amounts that may be eligible for Schedule A when you also use the property personally.
• Calculate depreciation for buildings, improvements, and new equipment, with review flags for exceptions.
Best fit: Common rental and vacation-home planning for one property. Use a separate workbook for each home.
Includes Start Here, Rental Questions, Income & Expenses, Depreciation, Dashboard, and Calculation Notes. This workbook estimates rental deductions, not your total tax bill. Other return-level limits can apply.
Excel workbook (.xlsx). Download link emailed after checkout. Open in Microsoft Excel on a desktop or laptop to make selections and recalculate.
Using Instagram? Open the emailed download link in Safari or Chrome. After downloading, check Files or Downloads and open the saved workbook in Excel. A phone preview is not the working calculator.
Educational planning estimates; not tax preparation or individualized tax or legal advice.
See how your rental is treated, what loss you may deduct, and what carries into next year.
Answer simple questions about rental stays, personal-use days, and the work you do. Then enter income and expenses in Schedule E order and review your dashboard.
• Review rental type and participation status.
• Estimate rental income or deductible loss and track unused losses.
• See expense amounts that may be eligible for Schedule A when you also use the property personally.
• Calculate depreciation for buildings, improvements, and new equipment, with review flags for exceptions.
Best fit: Common rental and vacation-home planning for one property. Use a separate workbook for each home.
Includes Start Here, Rental Questions, Income & Expenses, Depreciation, Dashboard, and Calculation Notes. This workbook estimates rental deductions, not your total tax bill. Other return-level limits can apply.
Excel workbook (.xlsx). Download link emailed after checkout. Open in Microsoft Excel on a desktop or laptop to make selections and recalculate.
Using Instagram? Open the emailed download link in Safari or Chrome. After downloading, check Files or Downloads and open the saved workbook in Excel. A phone preview is not the working calculator.
Educational planning estimates; not tax preparation or individualized tax or legal advice.