Itemized Deductions

Record expenses allowable as itemized deductions on schedule A.

Medical Expenses
Please note that medical expenses must exceed 10% of adjusted gross income before they begin to be deducted. Health insurance premiums and medical expenses paid with pre-tax dollars (cafeteria plans, health savings accounts, flexible spending accounts, etc) are not deductible.
Medical and Dental Expenses*
Medical insurance premiums you paid (not pre-tax)
Long-term care insurance premiums you paid
Miles driven for medical purposes
*Items to be included: Medicine and drugs (prescription only), Doctors, dentists, nurses, Hospitals, clinics, laboratories, Eyeglasses or corrective surgery, Contact lenses and solutions, Ambulance, Medical supplies and equipment, Hearing aids, Lodging and meals, Travel, Payments for in-home care. Please ask there are other items not listed that may be considered.
Tax Expenses
State and local income tax payments made for this year for prior year(s)
Real estate taxes on primary residence
Real estate taxes on secondary residence
Real estate taxes on investment property or other
Personal property taxes paid on vehicles, boats, motorcycles, jetskis, trailers, etc.
Sales tax paid on major items (auto, boat, etc.)
Other taxes
Interest Expenses
Home Mortgage Interest
Payee Property Amount
Home Equity Interest
Payee Property Amount
File
Investment Interest
Payee Investment Purpose Amount
Contributions
Cash contributions, for which you have receipts, canceled checks, etc. NOTE: You MUST have written acknowledgment from any charity to which you made more than $250 in individual donations.
Donee Amount Donee Amount
Parking fees and tolls
Supplies
Meals and Entertainment
Other (Itemize)
Automobile Mileage
Organisation Name
Organisation Address
Description of Property
Date Acquired
How Acquired
Cost or Basis
Date Contributed
Fair Market Value (FMV)
How FMV determined
Miscellaneous Deductions
Un-reimbursed expenses *enter on separate form
Job Search Expenses
Uniform expenses (only if clothing cannot be worn outside of work)
Union dues
Tax preparation fees
Safe deposit box rental
Investment expenses (other than on K1s)
Other expenses, subject to 2% AGI limitation
Other expenses, not subject to 2% AGI limitation
Contact Information
Name
First Last
Email Address
Phone Number

Find cash in your business

Request a Consultation

Name*
First Last
Email*
Phone
Comments
This field is for validation purposes and should be left unchanged.

Itemized Deductions

Itemized Deductions

Medical Expenses

Tax Expenses

Interest Expenses

Contributions

Miscellaneous Deductions

Contact Information

Find cash in your business

Request a Consultation