Tax Deduction Checklist
Table of Contents
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).
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Presented by:
John F. Smith
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Views: 46
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Uses: 13
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Tasks: 60
Introduction
Details
Tax Deduction checklist Tips
Your statements should be filed with the IRS on an annual basis. We recommend saving this tax deduction checklist to your account and customizing it the first time you use it. Then, in subsequent years, simply re-use it as a checklist template. It is typical that the first time around you will need to make most changes as you learn how to file your taxes. The second time is always easier. Happy filing!
Who it's for
This Tax Deduction Checklist is for anyone who wants a simple, practical way to get things done without missing steps.
- Avoid forgetting - keep all your Tax Deduction essentials in one place (external memory)
- Save time - start from a proven Tax Deduction structure instead of a blank page
- Stay on track - track progress, come back later, and keep momentum
- Coordinate with others - share the list and divide responsibilities
- Learn the process - follow the steps in a sensible order, even if it's your first time
How to use it
How to use this Tax Deduction Checklist
- Save Tax Deduction Checklist to your free Checklist account so your progress is saved and synced across devices.
- Customize it in the app: remove anything that does not apply, then add your own details for Tax Deduction (dates, sizes, addresses, notes).
- If others are involved, invite them to collaborate and divide responsibilities.
- Work through the list: check items off as you go, and set reminders for time-sensitive steps.