These reports are support for tax prep. They are not a filed Form 1040, and Tenantivo does not e-file 1099s. Depreciation and cost basis are not in the model. Verify the PDF with your CPA before anything goes to the IRS.
Schedule E by property
On Download Reports, choose the tax year and run Schedule E. You get a section per rental: address, gross rent, late fees, other income, expenses, and net. Income comes from rent and late-fee payments plus income transactions tied to that rental. Expenses come from expense transactions linked to the same rental.
Grouping follows the rental (the unit). If you file one Schedule E line per building, roll the units up with your accountant. The PDF is labeled as supporting data for that tax year.
The 1099 payee list
The 1099 report lists payees and how much you paid them in the tax year, and highlights totals at or above $600. Payees come from the contact (or company) on those expenses. It is the list you hand a CPA or an e-file service. It is not the form itself, and it does not store a full tax ID on the PDF.
Expenses with no contact land as unassigned. That is why the plumber should be a real contact before you pay them — see vendors and contacts.
Year-end summary, and the catch
The year-end summary is the one-page version: rental income, late fees, other income, expenses, net, and counts such as properties and payments. Useful for an owner who wants the year, not every receipt.
All three PDFs are only as good as the transactions you categorized during the year. A bank feed you never reviewed will not become a clean Schedule E in December. Pair this with Plaid bank feeds and bank reconciliation.
Where this lives in Tenantivo
Tax-year PDFs are on Download Reports, covered in Metrics & Reports training. The rest of the monthly stack is in the 12 reports landlords should run.