Alimony Paid
- Include the
amount, the name of the payee and the Soc. Sec. No.
Interest Paid (Include
COPIES of 1098-INT forms)
Interest Paid on your Home
Mortgage(s)
Interest Paid on Home Equity Lines of Credit
Carryover of Points paid on a mortgage refinance
Investment-related interest paid
Medical Savings Account payments
Individual Retirement Account
(IRA) payments
Keogh and self-employed SEP and SIMPLE plan payments
Student Loans interest paid (may be deductible even if you don't
itemize)
If you bought a home this year,
COPY
of Escrow papers from purchase
Taxes Paid
Real Estate Taxes paid this tax year on your primary residence
Real Estate Taxes paid this tax year on a vacation residence
Personal Property Taxes including amounts in auto license fees
State Income Taxes paid or withheld
City/Local Income Taxes paid or withheld
State Disability Insurance (taxing authority name)
Contributions
Cash contributions to churches & recognized charities
Non-cash gifts to recognized charities (provide list with fair
market values)
Mileage driven for charitable organizations
Miscellaneous
Union Dues
Uniforms (not business suits) plus uniform cleaning
Tools
Tax Preparation & Tax Books purchased
Employment Service fees
Work-related books & magazines
Gambling Losses if you have gambling winnings shown as income
Expenses related to income-producing investments
Safe deposit boxes for income or tax matters
Any other expenses
which you think may be deductible
Identify each item in detail
