Qualifying for the §199A QBI deduction on rental real estate requires careful documentation. Clients may be unaware that eligibility can hinge on whether 250 hours of rental services are properly tracked and certified—especially when a property manager handles day-to-day operations. You can help ensure nothing is missed with our free client letter for requesting property manager certification of rental service hours.

This client letter explains the rental safe harbor requirements and clearly requests the records needed to support QBI eligibility, including service hours, descriptions of work performed, and who performed those services. Clients who understand what documentation is required are better prepared to qualify for this valuable deduction and avoid issues during filing or in the event of an IRS inquiry.