Tax Preparation Worksheets
Donna L. Bordeaux, CPA PA
Phone: (704) 752-9845 Fax: (704) 296-2860
e-mail: donnab@dlbcpa.com website: www.dlbcpa.com
CONTRACT FOR DEED
NAME __________________________________________ TAX YEAR ____________
PROPERTY LOCATION: _________________________________________________
YOUR PURCHASE INFORMATION
Purchase Date
Base Purchase Price
Settlement Costs
Were there any improvements made to the property?
q Attach the settlement statement from the purchase.
SALE INFORMATION
Date of Sale
Name of Tenant
Social Security number of Tenant (for 1098)
Base Selling Price
Your Settlement Costs in this sale
q Attach the settlement statement from the purchase.
q Attach the contract for deed.
LIABILITY INFORMATION
Original balance of first mortgage that you hold
Current balance of first mortgage
Original balance of second mortgage that you hold
Current balance of second mortgage
q Attach the mortgage interest statements for your original mortgages.
q If you refinanced any of the mortgages, attach the second mortgage interest statement
and the settlement statement from the refinance.
DETAILS OF CONTRACT FOR DEED
Selling price
Downpayment
Mortgage amount that tenant holds with you
Payment per month
Interest rate
Length of contract term
Is the contract still in force?
Have any payments been late or missed?
Do you need us to issue the 1098 to your tenant?