Housing allowance worksheet 2026

1. Click ‘Get Form’ to open the housing allowance worksheet in the editor.
2. Begin by entering the portion of your cash compensation designated as a housing allowance in the appropriate field.
3. In the expenditures section, fill in the grey highlighted spaces with your total mortgage payments, ensuring to indicate whether escrow payments for insurance and taxes are included.
4. Continue filling out each expense category such as homeowner's or renter's insurance, real estate taxes, furnishings, utilities, rent, repairs and maintenance, household supplies, loan refinancing costs, and any other relevant expenses.
5. If applicable, indicate whether you maintained an office in your home by selecting 'Yes' or 'No'.
6. Finally, review all entries for accuracy and completeness before saving or exporting your completed form.

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