Microsoft KB Archive/129323

Knowledge Base

Money: Preparing Rental Property Data for Schedule E Tax Form

Article ID: 129323

Article Last Modified on 1/19/2007

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APPLIES TO

• Microsoft Money 2004 Deluxe Edition
• Microsoft Money 2003 Deluxe Edition
• Microsoft Money 2002 Deluxe Edition
• Microsoft Money 2001 Standard Edition
• Microsoft Money 2000 Deluxe Edition
• Microsoft Money 99 Standard Edition
• Microsoft Money 98 Standard Edition
• Microsoft Money 97 Standard Edition
• Microsoft Money 98 Deluxe Edition
• Microsoft Money 98 Financial Suite Edition

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This article was previously published under Q129323

SUMMARY

If you own more than one rental property, you need to report each property's income and expenses separately on the Schedule E tax form.

In Microsoft Money, if you track your rental properties by using Classifications, you can create a customized tax report to show the breakdown of income and expenses for each property.

MORE INFORMATION

To create a customized tax report, use the appropriate method for your version of Money.

Money 99 or Later

1. In the Gallery of Reports and Charts or Reports Gallery, depending on your version of Money, click Taxes in the left pane, and then double-click Tax-related Transactions.
2. Click Customize.
3. In the Customize Report dialog box, change the name of the report in the Title box. (This step is optional.)
4. Under Report Type, click Tax Summary.
5. In the Columns list, click Total Only.
6. On the Category tab, click Clear All.
7. Click each category from the category list that applies to your rental properties.
8. To see your report, click Apply, and then click OK.

For more information see Money online Help.

Money 97 and Money 98

1. In the Gallery of Reports and Charts, click Taxes in the left pane, and then double-click Tax-related Transactions.
2. Click Customize.
3. Under Report Type, click Tax Summary.
4. In the Columns list, click Total Only.
5. Under Include Transactions, click Select Transactions.
6. On the Categories tab, click Selected Categories.
7. Click each category from the category list that applies to your rental properties.
8. Click OK.
9. In the Customize Report dialog box, change the name of the report in the Title box. (This step is optional.)
10. To see your report, click Apply, and then click View.

For more information see Money online Help.

REFERENCES

For more information about how to create Tax Reports or how to track properties by classification, see Online Help in Microsoft Money.

Additional query words: money2004 money97 money98 money99 money2000 money2001 money2002 money2003 planet

Keywords: kbhowto KB129323

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