Gerri Harrison Financial Services

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 not 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 Form 1098-T