Sale of Home Organizer  Print out and bring with you if you purchased or sold a home in 2008

 

Taxpayer name:_______________________________

 

The information provided in this organizer is intended to help you gather and organize

information for use in preparing your tax return. Please answer all questions and

provide any information or documents requested in this organizer to your tax preparer.

 

Date you purchased your old home: _________________

 

Date you sold your home: ___________________

 

What was the purchase price of your old home? $ _______________

 

Please provide a copy of the Good-Faith Estimate received at the time you purchased

your home.

 

Did you refinance your home during the time you owned it? Yes . No .

 

If yes, please provide copies of Good-Faith Estimates from all refinances.

 

Did you pay legal fees relating to the home?

 

Yes . No . If yes, describe. ___________________$ ____________

 

Did you pay to have surveys done of the home or land?

Yes . No . If yes, describe. ______________$ __________________

 

Did you pay any assessments on the home for sewer connections, sidewalks or other city improvements?

Yes . No . If so, describe. ____________________$ _____________

 

Did the buyer assume your mortgage? Yes . No . If yes, describe. ______________

 

Did the buyer assume any debts you owed? Yes . No . If yes, describe. ________________

 

Cost of improvements you made to the home during the time you owned it.

Replacement windows /doors $_____________

Upgrades to wiring, plumbing $ ____________

New roof $__________________

Insulation $ _______________

New deck or fence $ _____________

New appliances $ _______________

Other improvements – Describe: ______________________________________________________

__________________________________________________________________________________

 

 

 

Have you claimed office use of home expenses on this home? Yes . No .

If yes, we will need you to provide copies of depreciation schedules showing amounts claimed.

 

Have you previously used this home as a rental property? Yes . No . If yes, we will

need you to provide us with a copy of the most recent depreciation schedule.

 

Did you claim a Casualty or Theft Loss deduction on this property? Yes . No . If yes,

describe the event and the loss sustained.

 

Selling price of home sold $ ____________

 

Number of days you occupied home in the last 5 years _______________

 

Number of days you owned the home in the last 5 years ________________

 

Have you sold another home in the last two years? Yes . No . If yes, what was the

date you sold the other home. _______________

 

If you owned and occupied this home for fewer than 2 of the last 5 years, describe the

reason why you sold this home in less than 2 years. ____________________________

______________________________________________________________________