Investors & landlords

Does this "mapping" look correct?  The bullet text refers to the TurboTax fields (for "Cost Basis" only) and the letter followed by a number refer to the Closing Disclosure designations.

 

Cost Basis

  • Abstract and Recording Fees:
    1. E1 – Recording Fees
  • Legal Fees, Title Search, Documentation Preparation:
    1. B1 – Appraisal Fee
    2. B3 – Document Preparation Fee
    3. B4 – Document Review Fee
  • Land Surveys:
    1. B5 – Flood Certification
    2. C1 – Survey Fee
  • Title Insurance:
    1. C3 - Title – Courier Fee
    2. C4 - Title – Escrow Fee
    3. C5 - Title – Lender’s Title Insurance
    4. C6 – Title - Recording Service Fee
    5. C8 - Title – Title Endorsement Fee
    6. C9 - Title – TX Guarantee Fee
    7. H2 - Title – Owner’s Title Insurance (optional)
  • Transfer or Stamp Taxes:
    1. E – N/A
  • Expenses You Paid for the Seller: N/A

 

Amortized (over term of mortgage):

  • A. Origination Fees:
    1. A1 - % of Loan Amount (Points) – Blank
    2. A2 – Closing Fee
    3. A3 – Processing Fees
    4. A4 – Underwriting Fees
    5. B2 – Credit Report