Keep property study conclusions separate from state-return decisions. Separate unit-specific work from systems serving both units.
Preparation resource. Record completion does not determine eligibility, deductions or tax savings. Ask your qualified tax professional to resolve the facts and applicable rules.
What this file should establish
List property locations, owners, filing history and questions for each jurisdiction. Preserve the federal report as one input rather than copying its estimate into every state model. Ask the preparer to review the actual state treatment.
Separate unit-specific work from systems serving both units.
A situation to work through
One duplex unit is renovated while the other remains occupied.
For this situation, start with unit floor plan. Identify the period and legal owner before combining it with the other records. Keep the original source and explain any adjustments in a separate reconciliation.
Review point
Record which unit each cost and service date belongs to.
A federal estimate is presented as the final combined tax result.
Question for the reviewer
Which jurisdiction-specific adjustments or filings require review?
Expected handoff
A jurisdiction-by-entity implementation question register.
Separate facts supported by documents from estimates and unresolved assumptions. Assign each missing item to a responsible person and a date. Send the reconciliation alongside the source references so the reviewer can trace each conclusion.
Your preparation worksheet
Enter a reference to the document, the person who can supply it and the unresolved question. Use file names or locations rather than account numbers or other sensitive information. Entries stay in this page until you close or refresh it. They are not sent to us or saved automatically. Export before leaving.
Record or decision
Source reference
Status
Responsible person
Open question
unit floor plan
leases
shared-system invoices
cost allocations
asset schedule
property state
owner state
filing history
federal input
state review question
Mark not applicable only after noting why. A collected record can still require correction. Review the exported file before sharing it with your adviser.
Use the following primary guidance to frame the questions. The worksheet organizes facts; it does not replace analysis of the relevant year, ownership, elections or state treatment. Record the applicable period, confirm the source version and retain the preparer's written conclusions with the supporting documents.