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  • General Income
    • Wages, salaries and tips.
    • Interest income statements.
    • Dividend income statements.
    • Sales of stock, land, etc.
    • Sales of real estate.
    • State tax refunds.
    • Alimony received or paid.
    • Unemployment compensation received.
    • Miscellaneous income.
    • Retirement income.
  • Business Income
    • Business income and expenses.
    • Rental income and expenses.
    • Farm income and expenses.
    • Income from partnerships, trusts, and S-corporations.
    • Miles traveled for business purposes.
  • Tax Credits
    • Child care provider address, ID number and amounts paid.
    • Adoption expense information.
    • Foreign taxes paid.
    • First time home buyer tax credit.
  • Expense and Tax Deduction
    • Medical expenses for the family.
    • Medical insurance paid.
    • Prescription medicines and drugs.
    • Doctor and dentist payments.
    • Hospital and nurse payments.
    • Miles traveled for medical purposes.
    • Home mortgage interest.
    • Home second mortgage interest paid.
    • Real estate taxes paid.
    • State taxes paid with last years return (if itemized).
    • Personal property taxes paid.
    • Cash contributions to charities.
    • Fair market value of non-cash contributions to charities.
    • Unreimbursed expenses related to volunteer Work.
    • Miles traveled for volunteer purposes.
    • Casualty and theft losses.
    • Amount paid to professional preparer last year.
    • Unreimbursed expenses related to Your job.
    • Union and professional dues.
    • Investment expenses.
    • Job-hunting expenses.
    • IRA contributions.
    • Student loan interest paid.
    • Moving expenses.
    • Last year’s tax preparation fee.
  • Tax Estimate Payments
    • Estimated payments made with ES vouchers.
    • Last years tax return overpayment applied to this year.
    • Off highway fuel taxes paid.
  • General Information
    • Social security numbers for you and your spouse.
    • Educational expenses for you and your spouse.
    • Dependents names, years of birth, and social security numbers.
    • Dependents post high school educational expenses.
    • Child care expenses for each dependent.
    • Routing transmit number (RTN).
    • Bank account number (BAN).
Tax Deduction Checklist
  John F. Smith


on December 26, 2011

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