Expenses

Please read and review all your statements and documents carefully to ensure they are accurate to the best of your knowledge. Social Security Numbers referenced should match the documents. Any discrepancies should be brought to the attention of the company and/or individual providing the document to you. Expenses that are claimed must be supported by appropriate documentation.

  • Medical Expenses
  • Taxes Paid (other than on W-2 wage statements)
    • Federal Income tax estimates (form 1040-ES) – COMPLETE CHART ON TAX PREPARATION WORKSHEET.  INCLUDE CANCELLED CHECKS
    • State Income Tax – COMPLETE CHART ON TAX PREPARATION
    • Real Estate Property Tax
    • Personal Property Tax [link to tidbit about new sales tax exemption]
    • Excise Tax – Please provide total amount paid
  • Interest paid
    • Mortgage statements
    • Investment
  • Child or Dependent Care Expenses
    Care provider must report this income and provide a valid SSN or EIN number
  • Tuition
    • 1098T form must be provided
      Please note year of school.  Must be at least a ½ time student
      Student must have not been convicted of a felony drug offense
    • Books purchased
    • Internet cost
  • Rental Expense – Landlord must be claiming rent as an expense on his/her tax returns
  • Charitable Contributions – Must be a 501c3 charity
  • Employment related expenses
  • The 21 Most Forgotten Items When Filing