|
Common Adjustments and Credits |
|
|
IRA Contributions |
|
|
Student Loan Interest |
|
|
Did you buy a Hybrid Vehicle? |
|
|
Pay any Tuition for yourself or a dependent? |
|
|
Are you a Teacher? |
|
|
Pay for Child Care or Senior Care? |
|
|
Did you move this year? |
|
|
Did you put in a new furnace, insulation or other energy saving
improvements? |
|
|
Do you Pay Alimony to anyone? |
|
|
|
|
Common Personal Deductions |
|
Medical Expenses: |
|
|
Medical Insurance premiums that YOU paid - health, vision, dental,
cancer insurance policies |
|
|
Doctors, Dentist, Hospitals, Co-Pays, Deductibles paid during year |
|
|
Prescriptions |
|
|
Med. Supplies & Equipment - Eyeglasses, Dentures, Crutches, Hearing
Aides, etc. |
|
|
Long Term Care Premiums |
|
|
Mileage back and forth to the doctor, dentist, etc. |
|
|
Parking for Doctor, dentist, etc. |
|
|
|
|
Taxes: |
|
|
Property Taxes - your home, camp, land, etc. PAID during the year |
|
|
Sales Taxes - Did you buy a vehicle or make any large purchases
(more than $5,000)? |
|
|
Personal Property Tax |
|
|
|
|
Interest: |
|
|
Mortgage Interest - all mortgages & home equity loans |
|
|
(if you paid one off during the year make sure you get the interest
paid on that one too) |
|
|
Points paid on the purchase of a home (bring the settlement sheet) |
|
|
Investment Interest paid |
|
|
|
|
Charitable Contributions |
|
|
Checks and cash paid to registered charities & churches (you must
have documentation) |
|
|
"Other than Cash" - clothing and furniture donated |
|
|
(you MUST have an appraisal for all donations made after 8/17/06) |
|
|
|
|
Casualty & Theft Losses |
|
|
Any Fire or Theft Losses of more than $1,000 that were not covered
by insurance? |
|
|
|
|
Job Expenses |
|
|
Union Dues |
|
|
Uniforms & Uniform Maintenance |
|
|
Continuing Education |
|
|
Book, Reference Manuals, etc. |
|
|
Tools, Equipment, Supplies |
|
|
Safety Shoes & Clothing |
|
|
Mileage (to 2nd location or Job) |
|
|
Unreimbursed travel expenses (Lodging, Meals, travel) |
|
|
|
|
Miscellaneous deductions |
|
|
Tax Preparation Fees |
|
|
Safe Deposit Box |
|
|
Investment fees & expenses |
|
|
Gambling Losses (only if you had winnings) |
|
|
|
