Keyholder Refi

Keyholder Refi method

How we research

Plain answer

Every page on Keyholder Refi starts from a question a reader is likely to ask and ends with the primary source that answers it. Fannie Mae occupancy and rental income rules and IRS rental property publications are the main references for this site, and they are rechecked first.

Last reviewed against the primary sources listed below.

Where questions come from

We start with the wording real readers use, collected from free public search suggestions, and keep only questions that fit this site's subject.

Sources we rely on

Pages cite these primary sources, among others. Each guide lists the exact sources it used at the bottom of the page.

How a page is checked

  1. Each rule is checked against the current version of its source document.
  2. Plain-language wording is compared back to the source so meaning is not lost.
  3. The review date at the top of the page is updated only after that check.

Pages written this way

About the Keyholder Refi rental income worksheet

The Keyholder Refi rental income worksheet uses only what you type, works entirely in the browser and keeps nothing.

Guidelines and tax rules