What Tax-Related Documents Will Be Provided to Me?
These documents are designed to support accurate reporting but they don’t replace advice from your tax professional.
Audience: Property owners who want to understand which tax documents MoveZen provides, what information they contain, and how they're used for tax filing.
MoveZen provides tax-related documents that reflect income and activity processed through the trust account. These documents support accurate reporting but don't replace advice from your tax professional.
Documents You'll Receive:
Form 1099-MISC
Most owners receive a 1099-MISC that reports gross rental income — the total funds paid to you during the tax year. This reflects income processed through the trust account, not your net profit.
Annual Cash Flow Report
Your annual cash flow report provides income and expense totals for the year. This is what most owners use alongside their 1099 when filing taxes. Monthly statements shared throughout the year are also available in your portal if you need a detailed breakdown.
If you or your tax preparer requires additional breakdown reports, just let us know! Submit a Help Ticket
Important Reminder
Your cash flow report only reflects income received by MoveZen and expenses paid by MoveZen. We recommend letting us handle vendor payments and other property expenses so they appear on these reports. Anything you pay personally — such as direct payments to vendors — won't appear on MoveZen's cash flow. Keep records of those expenses separately so you can provide them to your tax preparer.
What's Not Included on a 1099
Your 1099 shows gross income only. It does not subtract expenses, reflect depreciation, show net profit, or include owner contributions. That's why your cash flow report matters just as much as the 1099 itself.
How Prepaid Rent Affects Reporting
If a tenant prepays rent, those funds may appear on your 1099 for the year received, even if the rent applies to a future rental period. This is a common point of confusion, so review your cash flow report if your 1099 looks higher than expected.
When Documents Are Available
1099s and Cash Flow Statements are available by January 31 each year.
How to Use These Documents
Provide your 1099 to your tax professional and use your cash flow report to identify deductible expenses. Together, they give the full picture of your rental activity. If you have questions about how specific items should be treated, your tax professional can advise.