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Is there a sample aggregation of rental properties statement that can be accessed and included with a tax return?

mark6
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itonewbie
Level 15

Assuming you're referring to the Notice 2019-07 safe harbor, no, there's not, natively in any of the Intuit products.  You could follow the statement churned out by PS and modify it to list multiple properties for the aggregation.

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itonewbie
Level 15

Assuming you're referring to the Notice 2019-07 safe harbor, no, there's not, natively in any of the Intuit products.  You could follow the statement churned out by PS and modify it to list multiple properties for the aggregation.

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Just-Lisa-Now-
Level 15
Level 15
Ive just been editing the safe harbor statement "property description" in the program to include all rental properties on the 1 statement....is this sufficient?

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itonewbie
Level 15
I'd think so.
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Just-Lisa-Now-
Level 15
Level 15
:+1::+1:

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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