Schedule E – Rental Property Worksheet

Use Schedule E (Form 1040 or 1040-SR) to report income or loss from rental real estate, royalties, partnerships, S corporations, estates, trusts, and residual interests in RE-MICs.

Open Worksheet: Schedule E – Rental Property

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Estate Planning Questionnaire

DOCUMENTS WE NEED TO COMPLETE YOUR ESTATE PLAN: Prior Estate Planning Documents – Please bring any previously completed will, trust or other estate planning documents by you or your spouse to your conference.

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