Tax Preparation Worksheet Page 2
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2Tax Preparation Worksheet
Estimated Payments: If you paid any estimated taxes for 2014, please list the date and amount paid
Date
Federal
Date
State of ____
Date
State of ____
___/___/___
$_________
___/___/___
$_________
___/___/___
$_________
___/___/___
$_________
___/___/___
$_________
___/___/___
$_________
___/___/___
$_________
___/___/___
$_________
___/___/___
$_________
___/___/___
$_________
___/___/___
$_________
___/___/___
$_________
Itemized Deductions:
Medical Expenses: these must exceed 10% of your income to be deductible, 7.5% if you are over the age of 65.
Long Term Care Ins
Therapy
$____________
Taxpayer
$____________
Vision
$____________
Spouse
$____________
Hearing Aids
$____________
Medical/Dental Insurance
$____________
Hospice Care
$____________
(Do not include Medicare or pretax medical insurance)
Nursing Home
$____________
Prescriptions
$____________
Medical Miles
____________
Copays (Dr./Clinic/Hospital)
$____________
Medical Parking/Tolls $____________
Dental
$____________
Taxes Paid
Property Tax on Home $___________
Other Real Estate Tax $_____________
Personal Property Tax $ ___________
(Vehicle/Motor Home/Boats)
Interest Paid: Provide all form 1098 for mortgages and home equity loans.
Did you pay points on a refinance in 2014? If yes, how much?
$___________
Interest paid on a margin loan or other investment interest
$ __________
Charity: You must have either a cancelled check or receipt for all contributions up to $250 at one time, and a receipt for
any contribution over $250 at one time.
Total in 2014 by cash or check that you have a proper documentation for: $__________
Total receipted non-cash contributions $__________
If the total is over $500, please send receipts for all non-cash donations, all must be reported to IRS.
Miscellaneous Deductions:
Investment Fees: $__________
Tax Prep Fee:
$__________
Union Dues: $_____________
Prof. Dues:
$__________
Work Tools:
$___________
Safety Shoes $_____________
Teacher Expense $__________
Gambling Losses: $ ___________
(If you had winnings)
Other work or investment related expenses: _____________________________________
Client Signature: ____________________________________________ Date: _____________________
Print Name Here: ___________________________________________
Tax Preparer Signature: _____________________________________ Date: _____________________
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