All stock & securities sales (purchase date & cost)
College expenses paid including school name & address
Statements of interest paid on college loans
Home sale information (date/sales price of home sold & home purchased)
Child care expenses including name and federal ID number of provider
Any early withdrawal penalties charged by banks
Landlords name and rent paid during the year
Record of any estimated taxes paid by you
1099HC — proof of health insurance form
ITEMIZED DEDUCTIONS:
Medical expenses that exceed 7.5% of adjusted gross income (including prescriptions, eye care, medical equipment, insulin, acupuncture, nursing home/hospital fees, chiropractic, medical, dental, LTC insurance)
Real estate taxes
Auto excise taxes
Mortgage statements from all mortgage & equity loans including closing statements
Charitable contributions (cash & non cash). Please total your cash contributions
Casualty and theft losses
Safe deposit box
Gambling losses to extent of winnings
Legal fees (job related, collection of taxable income)
Investment expenses and tax preparation fees
Work expenses such as union dues, equipment, car mileage, cell phone, magazine subscriptions, continuing education, licensing fees
Educator expenses (amounts paid by teachers K-12)
IRA administration fees
BUSINESS OWNERS AND RENTAL PROPERTIES:
All income and expenses
Business use of home (utilities, repairs, house insurance, real estate taxes, direct expenses regarding office improvements)
