Personal Deductions Sheet
If you have any of these indicate yes or no, then list the amount for each. Please include receipts.
Name
*
First Name
Last Name
Phone Number
-
Area Code
Phone Number
Email
*
example@example.com
Are you getting all the deductions you deserve like these?
Yes
No
Amount
Alimony Paid
Adoption Credits
Business travel expenses
Casualty or theft losses
Charitable contributions
Child Tax Credits
Childbirth classes
Commissions and closing costs on investment property sale
Contact lenses, eye glasses and hearing devices
Contraceptives
Contributions to state disability funds
Dental expenses
Depreciation of home computer for work purposes
Depreciation of automobile for work purposes
Dry cleaning services while travelling for work
Earned Income credits
Education credits
Educator expenses
Employee business expenses
Financial publications
Gambling losses
Health Insurance
Health Insurance premiums
Home office expenses
Home office improvements
Hospital service fees
Interest paid on home (Provide form 1098 from mortgage co. servicing mortgage
Interest paid on student loans
Investment counsel or advisory fees
IRA / 401K contributions
Job searching costs
Labor union dues
Lifetime learning credit
Margin account interest expense
Medical expenses
Membership dues in professional societies
Mortgage prepayment penalties
Mortgage refinance fees
Moving expenses
Non reimbursed business expenses
Personal property taxes
Personal property taxes on cars and boats
Points on a home mortgage
Real estate taxes
Retirement savings contribution credit
Safe deposit box fees
Self-employment tax
Self-employment health insurance
Seller paid points on purchase of a home
Special work clothes or equipment
Subscription to professional journals etc.
Tax counsel
Taxes paid with tax return previous year, if any
Vehicle registration fee
Submit
Should be Empty: