Deductions

Deductions related to income:

  • IRA contributions made
  • SEP/SIMPLE contributions made
  • Alimony paid including ex-spouse’s social security number
  • Student loan interest paid
  • Educator expenses paid for in classroom instruction of pre K through 12
  • Moving expenses
  • Medical, dental and vision expenses paid
  • State tax paid during the year for any year other than the current tax year
  • Real estate taxes paid for any property owned including second homes and land or lots, including any taxes paid at closing if you purchased or refinanced a property during the year
  • Mortgage interest or home equity loan interest reported on Form 1098
  • Mortgage interest paid to private individual or reported on Form 1098, need interest paid plus name, address and social security number of the individual it is paid to
  • Charitable contributions
  • Casualty or theft losses
  • Unreimbursed Job-related expenses
  • Lottery and gambling losses to the extent of winnings
  • Rental expenses listed by rental and category
  • Self-employed business or farm expenses
  • Cost basis for all stock, bond or mutual fund sales
  • Child care expenses for dependent child under the age of 13 listed by provider and separated by child: need provider’s name, social security  number and address
  • Tuition and fees deductions reported on From 1098 plus copy of college tuition statements

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