Tax Resources

Filing guides and answers for every HOA and condo association.

65+ articles covering federal Form 1120-H, Form 1120, state-specific requirements, audits, reserves, and common compliance questions.

General resources

Commercial Condo Association Tax Return in a Few Easy Steps!

Filing a commercial condo association tax return is not always easy. Let's look at how to file and understand some tips, tricks and tax filing strategies.

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Condo Association Audit: The Definitive Guide [Illustration]

Condo associations have unique audit requirements. In this post, we examine condo association audit requirements and offer some tips.

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Condo Association Tax Return Filing: The Critical Steps [Template]

Filing a condo association tax return may not be as easy as you think. There are many questions that must be answered. But one question is most important...

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Do Homeowner Associations Have to File Tax Returns? One Simple Rule

Members often ask the question - do homeowner associations have to file tax returns? There is a lot of confusion regarding the issue. Let's clear it up.

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Filing a Louisiana HOA or Condo Association Tax Return: Tips & Tricks

HOA taxes are more complex than most people think. Here are the steps you should follow to file a Lousiana HOA or condo association tax return.

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Filing an Ohio HOA or Condo Association Tax Return: Step by Step

Filing an HOA or condo association tax return in Ohio might not be as easy as you think. The IRS and Ohio have certain rules when filing these returns.

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Filing Iowa HOA & Condo Association Tax Returns: The Simple Truth

Filing an Iowa HOA or condo association tax return can be complex. Iowa and the IRS have specific filing requirements, so make sure you do your diligence.

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Form 1120-H Example: Complete in a Few Simple Steps [Infographic]

Looking for a form 1120-H example? We walk through the HOA tax return and point out some of the tips and tricks to stay compliant. Let's take a look.

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Form 1120-H Instructions: Tips & Tricks to Stay Out of Trouble

Form 1120-H seems simple at first. Most HOAs don't realize they have two choices of forms to use. In this post, we examine IRS Form 1120H instructions.

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Form 1120H 90% Expenditure Test: What You Need to Know

Ever wonder what is included in the Form 1120H 90% expenditure test? It sounds easy, but it is more complex than you think. Here are some tips and tricks.

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HOA Audit: The Complete Guide for 2021 [Step by Step]

We know HOA audits can be complex. In this post, we take a close look at audit procedures and answer the question - what is an HOA audit?

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HOA Compilation Report: What You Need To Know

Many HOAs and condo associations believe that they are getting an “audit” report from a CPA. The reality is that it is often an HOA compilation report.

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HOA Financial Statement Review: Critical Steps for Your Report

Many HOAs and condo associations do not understand the complexities and procedures involved in an HOA review report or financial statement review.

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HOA Never Filed Tax Returns? Here's A Game Plan [Step by Step]

Many HOAs believe that they are a non-profit and not required to file tax returns. This is incorrect. Here's what to do if your HOA never filed tax returns.

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HOA Tax Return Date? Don't File Late or Else [Infographic]

Be careful as there have been recent changes to the HOA tax return due date. HOAs can often file form 1120-H or 1120. Let's look at the filing deadlines.

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HOA Tax Return: The Complete Guide in a Few Easy Steps! [Template]

Filing an HOA tax return can be complicated. We will answer many common homeowners association tax return questions and examine the rules and requirements.

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HOA Taxes: Examining the Differences Between Form 1120-H and 1120

HOAs have unique tax considerations. When filing HOA taxes, the entity needs to look at the differences between form 1120-H and 1120.

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Homeowners Association Tax Filing Requirements: 3 Surprising Facts

Homeowners association tax filing requirements may sound simple. HOAs have two different filing options. We take a closer look at an HOA tax filing.

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Homeowners Association Tax Return: 3 Things You Need to Know

Filing a homeowners association tax return can be more complicated than you think. An incorrect filing can result in an audit or tax assessment. Here are a few tips and tricks to make the homeowners association tax filing process easy on you.

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How much does an HOA audit cost? 5 Tips to lowering your fees

We know that HOA audits can be expensive. In this post, we discuss the HOA audit fee schedule and provide tips to lower your audit cost.

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How to File a Wyoming HOA Tax Return: Filing Tips & Tricks

Understanding HOA tax law is not easy. Filing a Wyoming HOA tax return can be straightforward if you follow a few simple steps.

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Revenue Ruling 70-604: The Definitive Guide to Its Application

Revenue Ruling 70-604 can be challenging to understand. The guidance is vague in many areas. That is why we have listed all the FAQs in this comlete guide.

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Unfiled HOA Tax Returns: The Plan to Get You in Compliance

Many HOAs and condo associations get behind on their tax filings. We have completed the best game plan for your unfiled HOA tax returns. Let's get started.

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What To Do If You Have Delinquent or Unfiled HOA Tax Returns

Many HOAs have unfiled HOA tax returns. It is not that uncommon. Here are some tips to get the delinquent, back tax returns filed and minimize penalties.

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Why Most CPAs Can’t Complete HOA Tax Returns

CPAs are not all alike. The reality is that many CPAs who file business and personal tax returns just aren't up to speed when it comes to HOA associations.

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State filing guides

Alabama Condo Associations & HOAs: Tax Return TipsAlaska Condo Association & HOA Tax Return: What You Need to KnowArizona HOA Tax Return Filing Requirements: What You Need To KnowArkansas HOA and Condo Associations Tax Return Filings: Tips for SuccessCalifornia HOA & Condo Tax Returns: Tips to Stay Compliant [Template]Colorado HOA Tax Return Filings: The Critical StepsDelaware HOA and Condo Associations: Tax Return ConfusionFlorida HOA and Condo Tax Return Filing: Tips for SuccessFlorida HOA Audit Requirements: Quick GuideGeorgia Condo Association and HOA Tax Return: Filing TipsHawaii HOA & Condo Association Tax Return: How to Stay Out of TroubleIdaho HOA Tax Filing Requirements: Tips & TricksKansas HOA Tax Return: What You Need to KnowKentucky HOA & Condo Tax Return: Step by Step GuideMaine Condo Association & HOA Tax Returns: A Few Easy Steps!Maryland HOA & Condo Tax Returns: Filing Tips & TricksMassachusetts Condo Association & HOA Tax Returns: Tips for SuccessMichigan HOA & Condo Association Tax Returns: Filing Tips and TricksMinnesota HOA and Condo Association Tax Return: Step by Step ProcessMissouri HOA Tax Filing Requirements: Know the RulesMontana HOA Tax Return Filing: What You Need to KnowNebraska HOA and Condo Association Tax Returns: Tips & TricksNevada HOA Tax Return: Filing Tips & TricksNew Jersey HOA & Condo Association Tax Return Filing: The Concise GuideNew Mexico HOA Tax Return: How to Stay CompliantNew York HOA & Condo Association Tax Return: Filing RequirementsNorth Carolina HOA & Condo Associations: Critical Tax Return TipsNorth Dakota HOA and Condo Association Tax Return Filing TipsOklahoma HOA and Condo Associations: Understanding Tax Return FilingsOregon HOA Tax Return Filing Requirements: Tips & TricksPennsylvania HOA & Condo Association Tax Return: The Critical StepsSouth Carolina HOA & Condominium Association Tax Returns: Simple TipsTennessee HOA & Condo Association Tax Returns: The Simple TruthTexas HOA Audit: The Complete Guide for 2021Texas HOA Tax Return Filing: What You Need to KnowUtah HOA Tax Return: Filing Requirement Tips & TricksVermont Condo Association & HOA: Tax Return Filing OptionsVirginia HOA & Condo Association Tax Return: The Complete GuideWashington HOA Tax Return Filing: Follow These Critical StepsWisconsin HOA Tax Return: Filing Taxes For Your HOA & Condo Association