Real estate template
Real Estate Investor Tax Checkup template.
Real estate investors review ownership, depreciation, cost segregation, rental losses and financing.
What it produces
Real Estate Investor Tax Opportunity Report
29 questions, with the report set up and ready to review. Every response becomes a draft your team checks before anything reaches the client.
- 01Start from the templateOpen it in OneForm and change anything — or ask OneFormAI to.
- 02Share it with clientsSend the link or embed it on your site. Clients answer one question at a time.
- 03Review and sendOneForm drafts the real estate investor tax opportunity report. You approve it and it's emailed as a branded PDF.
Questions included29
- 1Which best describes you?
- 2How long have you been investing in real estate?
- 3What types of real estate do you own or expect to own?
- 4How are your properties generally owned?
- 5Has your ownership structure been reviewed for tax and legal considerations?
- 6In how many states do you own investment property?
- 7When did you most recently buy, build, or substantially improve an investment property?
- 8When you acquire property, is the purchase price generally allocated between land and building?
- 9How is depreciation handled for your rental properties?
- 10Have you discussed a cost segregation or component-depreciation review for any property?
- 11About what is the combined original purchase price range of your investment properties?
- 12Have you made major improvements, renovations, or replacements in the past 3 years?
- 13How do you generally track repair, maintenance, and improvement costs?
- 14How involved are you in managing your long-term rentals?
- 15In recent years, have your rentals generally produced income or a tax loss?
- 16Are you aware of any suspended or carried-forward rental losses?
- 17Do you or family members ever use an investment property personally?
- 18Have you refinanced, taken cash out, or changed financing on an investment property in the past 3 years?
- 19Are loan proceeds and interest expenses tracked by property and use of funds?
- 20Are you considering selling, gifting, or otherwise transferring any investment property?
- 21Have you discussed potential 1031 exchange planning before listing a property for sale?
- 22Have you sold an investment property in the past 3 years?
- 23Do you invest through partnerships, syndications, or funds?
- 24Do you receive and review K-1s and related tax information for those investments?
- 25Have you discussed how your real estate fits into your estate or long-term wealth plan?
- 26How often do you discuss real estate planning with your tax professional outside tax return season?
- 27What would you most like to explore?
- 28Is there anything else you would like us to consider?
- 29Where should we send your Tax Opportunity Report?
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