Investors & landlords

I am going to start with your #3. The days used as a rental and personal use during that time. This is where you enter the 8 months of rental use as day and zero for personal. In that same area, you should have marked that you used the house part rental and part personal. This leads to your #2. The program now knows how much was rental vs personal use and will allocate the mortgage interest and property tax between sch E and sch A.

#1 should be answered now.

The screens will be in this order as you go through. First, mark that you converted the property to personal use. Then mark the number of days used as a rental. The program can now determine what to do with your expenses.

As a side note, be sure to keep up with the depreciation taken and any unallowed passive losses before becoming your main home as these come into play when you sell the house. You need to keep all rental tax records until 3 years after SELLING the house.