You MUST KEEP RECEIPTS — WRITTEN PROOF **
ITEMIZED DEDUCTION WORKSHEET
Medical
Prescriptions Drugs/Insulin $
Doctor, Dentist, Hospitals ete
Medical Devices (eyeglasses etc)
Health Insurance - paid
(Pre-TAX Insurance plans are NOT deductible)
Long Term Care Insurance
Less: Insurance Reimbursement
‘Transportation/Medical- Ambulance
Mileage to/from Drs/Hospitals ete. mi.
Taxes
Sales Tax on purchase of: Manufactured Home
Boat, Motorcycle, or Car
Real Estate Taxes - on Home
-on Investment Property
Vehicle Registration(s),
(Bring Form 1098) _ Mortgage Interest
Interest Balance Due
Ist Mortgage $ $
2nd Mortgage 8,
Mortgage Insur Premium
Points Paid (Purchase)
Points Paid (Refinance) ISyr 30yr
Investment Interest (on Land, etc)
Student Loan Interest
Cash Contributions
Cash: Church/Temple $
Name
Miscellaneous Deductions
Union & Professional Dues .
Employee Expenses:
Uniforms & Laundry
Protective & Safety Equip
Job Supplies & Tools
Occupational License
Continuing Education
Job Hunting Costs/Resumes
Investment Management Costs
‘Tax Preparation Fees
Safe Deposit Box
Employee Travel
Meals & Entertainment
Air Fare, Rental Car, Taxi, Hotel
Personal Vehicle Use for Employer’s benefit:
‘Total Miles Driven
Business miles
Commuting miles
Do you have written records? Yes No (Circle one)
Other
Electric Vehicle Purchase
Teaching Supplies K-12 teachers
Alimony/Separate maintenance paid
Contributions to:
IRA self $ spouse $
ROTH IRA self $. spouse $.
Adoption Expenses 8
Adoption completed on.
COLLEGE TUITIONS - (Bring Tuition Stmts)
Self. Spouse
Child 8.
Arizona Only - Deductions
College Savings Plan Contributions $.
AZ Private School Scholarship Contrib. $.
Org. Name
Address
Volunteer Expenses AZ Public School Contributions 3
Donated Mileage Miles School Name
oe ee
Non-Cash: Original Cost__Estimated Value AZ Working Poor Charity Contribution S___
Goodwill ‘Name of AZ Charity
Salvation Army.
Address