Tax Preparation Checklist Page 2
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1
2Possible Legal Deductions
(List amounts for items you have – keep receipts for these deductions)
Medical and Dental:
Contributions:
□ Surgery ................................................. ..$___________
□ Church.........................................................$___________
□ Prescriptions..............................................$___________
□ College........................................................$___________
□ Medical/Dental insurance.........................$___________
□ United Way.................................................$___________
□ Hospital and emergency...........................$___________
□ March of Dimes..........................................$___________
□ Lab & X-Ray............................................$___________
□ Other...........................................................$___________
□ Visiting nurses/In-home care....................$___________
□ Furniture or clothing (must have receipt)...$___________
□ Dental........................................................$___________
□ Given to ___________________________________
□ Glasses & contacts....................................$___________
□ Volunteer expenses.....................................$___________
□ Hearing aids & batteries............................$___________
(Church, School, Scout, etc.)
□ Orthopedic shoes.......................................$___________
□ Volunteer miles driven................................$___________
□ Therapy treatments....................................$___________
□ Canes/Crutches/Braces..............................$___________
Interest Paid:
□ Wheelchairs...............................................$___________
□ Home mortgage interest..............................$___________
□ Medical miles/Transportation...................$___________
□ Points paid at closing..................................$___________
□ Other purchases on doctor’s advice..........$___________
□ Investment interest......................................$___________
Taxes:
Casualty Losses:
□ Real estate tax...........................................$___________
□ Accident, fire, theft, and natural disasters...$___________
□ Personal property tax................................$___________
□ State income tax........................................$___________
Miscellaneous and Employee Business Expenses:
□ Uniform Cleaning.....................................$___________
□ Employment/Job seeking expenses.............$___________
□ Work Tools...............................................$___________
□ Sales/Entertainment.....................................$___________
□ Union Dues...............................................$___________
□ Office-in-home expense..............................$___________
□ Safety shoes & gloves...............................$___________
□ Business travel............................................$___________
□ Tax return preparation...............................$___________
□ Vehicle use miles........................................$___________
□ Investment expenses..................................$___________
□ Work miles (non-commute)........................$___________
□ Teacher/School supplies............................$___________
□ Miles driven to second job..........................$___________
□ Cell Phone.................................................$___________
□ Other...........................................................$___________
Self-Employed Business Expenses:
□ Advertising................................................$___________
□ Repairs & Maintenance...............................$___________
□ Car & Trucking expenses..........................$___________
□ Supplies.......................................................$___________
□ Legal & Professional services...................$___________
□ Taxes & Licenses........................................$___________
□ Office Expenses.........................................$___________
□ Meals...........................................................$___________
□ Rent or lease..............................................$___________
□ Travel..........................................................$___________
□ Utilities......................................................$___________
□ Other............................................................$___________
Education Expenses:
□ Student loan interest..................................$____________
□ Provider’s SSN/EIN....................................$___________
□ Post-secondary, tuition & fees..................$____________
□ Amount paid to provider.............................$___________
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