Real Estate Tax Forms

Tax forms for real estate transactions, rental income, property sales, and mortgage interest. Report gains, losses, and deductions related to property.

1099-S

Proceeds from Real Estate Transactions

Reports proceeds from the sale or exchange of real estate.

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Schedule E

Supplemental Income and Loss

Reports income or loss from rental real estate, royalties, partnerships, S corporations, estates, trusts, and REMICs.

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Form 4797

Sales of Business Property

Reports the sale or exchange of business property, including real property and depreciable/amortizable property, and calculates ordinary gains and losses.

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Form 8824

Like-Kind Exchanges

Reports like-kind exchanges of business or investment real property under Section 1031, which allows deferral of gain recognition when exchanging similar properties.

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Form 4835

Farm Rental Income and Expenses

Reports farm rental income and expenses when the landlord does not materially participate in farming operations (crop or livestock shares received from a tenant farmer).

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Form 8825

Rental Real Estate Income and Expenses of a Partnership or an S Corporation

Used by partnerships and S corporations to report income and deductible expenses from rental real estate activities.

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