Schedule E PDF form

Understand your document

What is Schedule E?

Schedule E reports supplemental income and loss, including rental real estate, royalties and specified pass-through interests. Different parts of the schedule handle different sources. Income shown on a K-1 may require treatment different from property-level rental receipts.

Records to gather

• Taxpayer identity and property descriptions or entity details
• Rental receipts, rental days, personal-use days and expense records
• Depreciation schedules and supporting property-basis records
• Applicable K-1 data and allowed loss amounts determined under the rules

Fields you will work through

The guided editor groups the supported fields into practical steps. The available fields follow the chosen revision.

Taxpayer and rental properties

Name(s) shown on return · Your social security number · Payments requiring Form 1099

Rental income and expenses

Rents received · Property A · Rents received · Property B · Rents received · Property C

Partnerships and S corporations

Name(s) shown on return. Do not enter name and social security number if shown on other side · Your social security number · Prior unallowed loss or unreimbursed partnership expenses

Partnership income and loss

Entry A · Passive loss allowed (attach Form 8582 if required) · Entry A · Passive income from Schedule K-1 · Entry A · Nonpassive loss allowed (see Schedule K-1)

Estates and trusts

Entry A · Name · Entry A · Employer identification number · Entry B · Name

Check before using your PDF

• Keep each rental property’s income and expenses separate.
• Do not assume every recorded loss is currently deductible; passive-activity and other limits may require additional forms.

After you prepare the document

Connect the completed schedule with the associated return and required limitation or depreciation forms. Formz does not generate missing K-1s or decide loss eligibility.