E-1
Cat. No. 24332T
1999
Instructions for
Schedule E,
Supplemental
Income and Loss
Use Schedule E (Form 1040) to report income or loss from rental real estate, royalties,
partnerships, S corporations, estates, trusts, and residual interests in REMICs.
You may attach your own schedule(s) to report income or loss from any of these sources.
Use the same format as on Schedule E.
Enter separately on Schedule E the total income and the total loss for each part. Enclose
loss figures in (parentheses).
Part I
Income or Loss From Rental
Real Estate and Royalties
Use Part I to report:
Income and expenses from rentals of
real estate (including personal property
leased with real estate), and
Royalty income and expenses.
See the instructions for lines 3 and 4 to
determine if you should report your rental
real estate and royalty income on Schedule
C, Schedule C-EZ, or Form 4835 instead
of Schedule E.
If you own a part interest in a rental real
estate property, report only your part of the
income and expenses on Schedule E.
If you have more than three rental real
estate or royalty properties, complete and
attach as many Schedules E as you need to
list them. Complete lines 1 and 2 for each
property. But fill in the Totals column on
only one Schedule E. The figures in the
Totals column on that Schedule E should
be the combined totals of all your Schedules
E.
If you are also using page 2 of Schedule
E, use the same Schedule E on which you
entered the combined totals for Part I.
Personal Property. Do not use Schedule E
to report income and expenses from the
rental of personal property, such as equip-
ment or vehicles. Instead, use Schedule C
or C-EZ if you are in the business of renting
personal property. You are in the business
of renting personal property if the primary
purpose for renting the property is income
or profit and you are involved in the rental
activity with continuity and regularity.
If your rental of personal property is not
a business, see the Instructions for Form
1040, lines 21 and 32, to find out how to
report the income and expenses.
Filers of Form 1041
If you are a fiduciary filing Schedule E with
Form 1041, enter the estates or trusts em-
ployer identification number (EIN) in the
block for Your social security number.
Line 1
For rental real estate property only, show:
The kind of property you rented (for
example, brick duplex).
The street address, city or town, and
state. You do not have to give the ZIP code.
Your percentage of ownership in the
property, if less than 100%.
Line 2
If you rented out a dwelling unit that you
also used for personal purposes during the
year, you may not be able to deduct all the
expenses for the rental part.Dwellingunit
(unit) means a house, apartment, condomin-
ium, or similar property.
A day of personal use is any day, or part
of a day, that the unit was used by:
You for personal purposes.
Any other person for personal pur-
poses, if that person owns part of the unit
(unless rented to that person under ashared
equity financing agreement).
Anyone in your family (or in the family
of someone else who owns part of the unit),
unless the unit is rented at a fair rental price
to that person as his or her main home.
Anyone who pays less than a fair rental
price for the unit.
Anyone under an agreement that lets
you use some other unit.
Do not count as personal use:
Any day you spent working substan-
tially full time repairing and maintaining the
unit, even if family members used it for
recreational purposes on that day.
The days you used the unit as your
main home before or after renting it or of-
fering it for rent, if you rented or tried to
rent it for at least 12 consecutive months (or
for a period of less than 12 consecutive
months at the end of which you sold or
exchanged it).
Check Yes if you or your family used
the unit for personal purposes in 1999 more
than the greater of:
1. 14 days, or
2. 10% of the total days it was rented to
others at a fair rental price.
Otherwise, check No.
If you checked No, you can deduct all
your expenses for the rental part, subject to
the At-Risk Rules and the Passive Activity
Loss Rules explained on pages E-3 and E-4.
If you checked Yes and rented the unit
out for fewer than 15 days, do not report the
rental income and do not deduct any rental
expenses. If you itemize deductions on
Schedule A, you may deduct allowable in-
terest, taxes, and casualty losses.
If you checked Yes and rented the unit
out for at least 15 days, you may NOT be
able to deduct all your rental expenses. You
can deduct all of the following expenses for
the rental part on Schedule E:
Mortgage interest.
Real estate taxes.
Casualty losses.
Other rental expenses not related to
your use of the unit as a home, such as
advertising expenses and rental agents fees.
If any income is left after deducting these
expenses, you can deduct other expenses,
including depreciation, up to the amount of
remaining income. You can carry over to
2000 the amounts you cannot deduct.
See Pub. 527 for more details.
Line 3
If you received rental income from real
estate (including personal property leased
with real estate) but you were not in the real
estate business, report the income on line 3.
Include income received for renting a room
or other space. If you received services or