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UN-REIMBURSED MEDICAL & DENTAL COSTS
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DESCRIPTION
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SOURCE DOCUMENT
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AMOUNT
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Prescription Medicine
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Bills /Cancelled Checks/statements
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Heal Insurance Premiums
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Pay stub
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Long Term Care Premiums
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Bills /Cancelled Checks/pay stub
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Self Employed Health Insurance Premiums(Not deducted as an adjustment to Income)
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Bills /Cancelled Checks/statements
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Fees for Doctors and Dentist
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Bills /Cancelled Checks/statements
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Fees for Hospitals and Clinics
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Bills /Cancelled Checks/statements
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Lab and X-ray Fees
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Bills /Cancelled Checks/statements
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Expenses for Qualified Long-term Care Plan
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Bills /Cancelled Checks/statements
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Eye Glasses and Contact Lenses
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Bills /Cancelled Checks/statements
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Medical Equipment and Supplies ( Dentures, Wheel Chairs, Hearing Aids, Diabetes Supplies etc)
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Bills /Cancelled Checks/statements
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Medical Transportation Expense (15 Cents Per Mile)
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Bills /Cancelled Checks/statements
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Meals/Lodging Related to Hospital Stay
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Bills /Cancelled Checks/statements
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Adoption Fees
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Bills /Cancelled Checks/statements
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Drug/alcohol Treatment
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Bills /Cancelled Checks/statements
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Lead Based Paint Removal
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Bills /Cancelled Checks/statements
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Organ Donation
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Bills /Cancelled Checks/statements
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Physician Prescribed Diet/Health Programs
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Bills /Cancelled Checks/statements
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Psychiatric Care
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Bills /Cancelled Checks/statements
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School and Home for Disabled
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Bills /Cancelled Checks/statements
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Smoking Cessation Program Cost
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Bills /Cancelled Checks/statements
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TAXES PAID
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Real Estate Taxes
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Bills /Cancelled Checks/statements /Form 1098
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State and Local Taxes
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Bills /Cancelled Checks/statements
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Property Taxes
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Bills /Cancelled Checks/statements /Form 1098
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Payments to Mandatory State Funds
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Bills /Cancelled Checks/statements
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Foreign Income Taxes
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Bills /Cancelled Checks/statements
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Value Based Auto License Fee
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Bills /Cancelled Checks/statements
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INTEREST EXPENSE
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Home Mortgage Interest
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Bills /Cancelled Checks/statements /Form 1098
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2 nd Home Mortgage Interest
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Bills /Cancelled Checks/statements /Form 1098
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Home Equity Loan Interest
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Bills /Cancelled Checks/statements /Form 1098
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Interest on Special Assessments ( as Real Estate Tax)
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Bills /Cancelled Checks/statements /Form 1098
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Business Interest
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Bills /Cancelled Checks/statements /Form 1098
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Investment Interest
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Bills /Cancelled Checks/statements /Form 1098
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“Points Paid”
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Bills /Cancelled Checks/statements /Form 1098
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CHARITABLE CONTRIBUTIONS
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Weekly Church , Temple , Mosque, Synagogue Offerings
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Bills /Cancelled Checks/statements
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Weekly Church , Temple , Mosque, Synagogue Tithing
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Bills /Cancelled Checks/statements
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Non-Profit Schools
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Bills /Cancelled Checks/statements
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Public Parks
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Bills /Cancelled Checks/statements
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Boys & Girl Scouts
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Bills /Cancelled Checks/statements
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War/Veteran Groups
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Bills /Cancelled Checks/statements
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Red Cross
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Bills /Cancelled Checks/statements
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Salvation Army
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Bills /Cancelled Checks/statements
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Goodwill
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Bills /Cancelled Checks/statements
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CARE
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Bills /Cancelled Checks/statements
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United Way
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Bills /Cancelled Checks/statements
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YMCA/WYCA
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Bills /Cancelled Checks/statements
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Environmental/Conservation Groups (Registered as 501(C) Organizations
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Bills /Cancelled Checks/statements
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Other Non Profit Organization
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UN-REIMBURSED CASUALTY & THEFT LOSSES
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Fire
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Bills /Cancelled Checks/statements
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Theft
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Bills /Cancelled Checks/statements
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Natural Loss: (Tornado, Hurricane, Flood)
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Bills /Cancelled Checks/statements
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Car Accident
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Bills /Cancelled Checks/statements
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Vandalism
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Bills /Cancelled Checks/statements
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Other Accidents
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Bills /Cancelled Checks/statements
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MISCELLANEOUS DEDUCTIONS
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Gambling Losses to Offset Gains
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Bills /Cancelled Checks/statements
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Handicapped Job Related Expenses
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Bills /Cancelled Checks/statements
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Work Uniforms (Employer Required: Shoes, Pants Tops, Shorts, Socks, Scrubs)
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Bills /Cancelled Checks/statements
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Work Uniforms Maintenance (Laundry/Dry Cleaning)
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Bills /Cancelled Checks/statements
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Work Cell Phone
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Bills /Cancelled Checks/statements
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Un-recovered Annuity Costs
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Bills /Cancelled Checks/statements
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Union Dues and Professional Fees ( e.g. Certificate Renewal fees )
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Bills /Cancelled Checks/statements
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Job Hunting Expenses
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Bills /Cancelled Checks/statements
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Safe Deposit Box Cost
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Bills /Cancelled Checks/statements
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Tax Preparation Fees
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Bills /Cancelled Checks/statements
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Un-reimbursed Employee Business Expenses
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Bills /Cancelled Checks/statements
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Hobby Expenses to Offset Gains
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Bills /Cancelled Checks/statements
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50% of Business Related Meals and Entertainment
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Bills /Cancelled Checks/statements
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Classroom Material Expenses for Teachers
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Bills /Cancelled Checks/statements
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Repayment of Income
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Bills /Cancelled Checks/statements
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Repayment of Social Security
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Bills /Cancelled Checks/statements
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Investment Counsel Advisory Fees
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Bills /Cancelled Checks/statements
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In-Home Office Expenses
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Bills /Cancelled Checks/statements
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IRA/KEOGH Administration Fees
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Bills /Cancelled Checks/statements
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Business Use Depreciation
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Bills /Cancelled Checks/statements
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Loss Incurred from Total Distribution of All ROTH or IRAs
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Bills /Cancelled Checks/statements
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Certain Accounting and Attorney Fees ( e.g. Job Related )
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Bills /Cancelled Checks/statements
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Trust Administration Fees
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Bills /Cancelled Checks/statements
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Job Required Medical Exam
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Bills /Cancelled Checks/statements
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Job Required Education Expenses
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Bills /Cancelled Checks/statements
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POTENTIAL CREDITS
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SOURCE DOCUMENT
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Earned income credit
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You may qualify if you worked and earned a low or moderate income. You may get more of a tax benefit if you have children. A qualifying child must pass an; age, relationship and residency test.
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- Child's Social Security Card
- Child's Date of Birth
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Credit for taxes withheld on wages and other amounts
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You can claim excess Social Security taxes you paid and certain tax withholdings made on your dividends or interest income
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Additional child tax credit
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You may be eligible if you have three or more qualifying children under age 17.
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Fill out Form 8812 , Additional Child Tax Credit
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Child and dependent care credit
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You could get up to $1,440 if you pay someone to look after Junior or another dependent while working or looking for work.
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Use Schedule 2 with Form 1040A, or Form 2441 with Form 1040
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Credit for the elderly or disabled
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A credit of up to $1,125 is available to qualified individuals whose income doesn't exceed certain limits.
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See Publication 524 , Credit for the Elderly or the Disabled .
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Adoption expenses credit
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Adoptive parents may be able to claim up to $6,000 for each child for certain expenses incurred and paid for on or after Jan. 1, 1997 .
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See IRS Publication 968 for more about qualified adoption expenses
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Education credits
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You may qualify if you paid for higher education for yourself or your dependent children
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Complete Form 8863 . Use Part I for the Hope credit and Part II for the Lifetime Learning Credit
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Foreign Tax Credit
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The Foreign Tax Credit provides a dollar-for-dollar credit against your federal income tax for taxes paid to a foreign government. Normally, you report foreign taxes and calculate your allowable foreign tax credit on Form 1116
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See IRS Form 1116
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