Residential Rental Properties

Overview

Residential rental properties are crucial to the U.S. economy, providing housing for those who can’t afford or choose not to buy homes. In 2021, about 113 million people lived in rentals, highlighting the need for taxpayers to report rental activities. This course covers principles of residential real estate, including part-personal, part-dwelling, and part-year use, as well as rules for different dwelling types like condos and co-ops. It also explains depreciation methods and rules for deducting rental activity losses

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Objectives

  • Identify the rules and tax treatment that apply to the different types of rental income events that may occur in a residential rental situation
  • Identify how different rental income expenses, such as repairs and improvements, should be treated for tax purposes.
  • Apply the method to apportion rental income and expenses for a property used partly for personal use.
  • Calculate the taxpayer’s basis for depreciation and use it to determine the correct depreciation amount.
  • Identify the tax methods for treating capital improvements in condos and housing co-ops for property owners.
  • Use Form 1040, Schedule E and other supporting forms to correctly report taxpayer rental activity

Tax Year: 2023

Designed For:

CPAs, EAs, CMAs, CFEs, CRTPs, CFPs, and other accounting, finance, and tax professionals


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Course Information

Adding additional credit may change exam requirements.

Advanced Preparation: None