" I guess the 2021 real estate tax and mortgage interest for our old residence need to be split to reflect the primary-residence period and the post-primary-residence period."
Yes, this is what you do. Prorate the mortgage interest and property taxes by date. Enter the personal portion on Schedule A and the rental portion on Schedule E. You will have to do the math yourself.
You'll enter these expenses in the Rental Expenses section under Other Common Expenses. (Click the screenshots below for reference.)
To get to the rental expenses section:
- Click My Account (top right of your screen).
- Select Tools.
- In the pop-up window, select Topic Search.
- In the search bar, type rental.
- Scroll down in the results box, highlight rental (schedule e), then click GO.
- You'll land on Income from Rentals or Royalty Property You Own. Click Yes.
