1. Itemizing Deductions
1.1. Homes
1.1.1. Mortgage interest
1.1.1.1. Form 1098
1.1.2. Property taxes
1.1.2.1. Form 1098
1.1.3. Points paid during refinance
1.1.3.1. Form 1098
1.2. Cars
1.2.1. Sales tax from vehicle purchase
1.2.1.1. Invoice
1.2.2. Car Registration
1.2.3. Miles driven for charitable or medical purposes
1.3. Charitable donations
1.3.1. Non-Cash Deductions: Receipts from qualifying organizations
1.3.2. Cash amounts for any donation
1.4. Medical
1.4.1. Health insurance Premiums
1.4.2. Medical Expenses
1.4.3. Payments for prescriptions
1.4.4. Medical Transportation
1.4.5. Essential lodging while away from home
1.4.5.1. $50.00 max per person
1.5. Financial fees
1.5.1. Investment advisory fees
1.5.2. Tax prep fees
1.6. Job expenses
1.6.1. Employment related fees
1.6.1.1. Union dues
1.6.1.2. Uniform costs and cleaning
1.6.1.3. Publications
1.6.1.4. Tools
1.6.1.5. etc.
1.6.2. Job-hunting expenses
1.7. Casualty Losses and Thefts
1.7.1. Natural Disasters
1.7.2. Auto Accident damages, not covered by insurance
1.7.3. Vandalism
1.7.4. Theft
1.8. Educational Expenses
1.8.1. Tuition
1.8.2. Books
1.8.3. Supplies
1.8.4. Lab Fees
1.8.5. Certain Travel Fees
1.8.6. You may deduct if
1.8.6.1. Must be required by your employer
1.8.6.2. , or to maintain or improve skills for your current job
1.8.7. You may not deduct if the expenses are for a new business or trade
1.9. Un-reimbursed Employee Business Expenses
1.9.1. Records must be maintained
1.9.2. Auto Expenses and Mileage
1.9.3. Meals and Entertainment
1.9.4. Phone
1.10. Misc Deductions
1.10.1. Safe Deposit Box
1.10.2. Financial Publications
1.10.3. Home office expenses
2. Business Expenses
2.1. Asset information
2.1.1. Cost
2.1.2. Date placed in service
2.2. Records of all expenses
2.2.1. Advertising
2.2.2. Supplies
2.2.3. Phone and Internet
2.2.4. Etc.
2.3. Home office
2.3.1. Space used in home
2.3.2. Utilities
2.3.3. Bills
2.3.4. Etc.
2.4. Car
2.4.1. Total miles driven
2.4.2. Total business miles
2.4.2.1. Excludes commuting miles
2.4.3. Parking fees and tolls
2.5. Rental asset information for depreciation
2.6. Moving Expenses
2.6.1. The move must be closely related the start of your new job
2.6.2. Distance Test
2.6.2.1. Your new work place must be at least 50 miles away from your old job
2.6.3. Time Test
2.6.3.1. You must work full time for at least 39 weeks during the first 12 months immediately following your move
3. Personal Information
3.1. For tax payer, spouse and dependents
3.2. Social security number
3.3. Date of birth
3.4. Address
3.5. Phone number
4. Dependent Care
4.1. Pre-School Expenses
4.2. Adult or child care
4.3. In home care
5. Energy Efficient Home Improvements
5.1. Solar hot water heaters
5.2. Solar electricity equipment
5.3. Wind turbines
5.4. Windows / Skylights
5.5. Home Insulation
5.6. New Doors
5.7. Qualified Roof
5.8. Qualified Furnace
6. Higher Education Expenses
6.1. Tuition
6.1.1. Forms 1098-T
6.1.2. Form 1098-E
6.1.3. Bills from the school that itemizes showing details
6.2. Books
6.3. Required Supplies
6.4. Student Loan Interest Paid
7. Estimated Tax Payments
7.1. Date
7.2. Amount
8. IRA contributions
8.1. Date
8.2. Amount
8.3. Tax Year
9. Educator Expenses for teachers
9.1. Can deduct up to $250 of school expenses without itemizing
10. Income
10.1. Wages
10.1.1. W2
10.1.1.1. Provided by your employer
10.2. Income from Investments
10.2.1. 1099-INT
10.2.1.1. Shows interest
10.2.2. 1099-DIV
10.2.2.1. Shows dividends
10.2.3. 1099-B
10.2.3.1. Stock sales
10.2.3.2. Mutual fund sales
10.2.4. Capital loss carry forward
10.2.4.1. See your last tax return
10.3. Self-employment
10.3.1. 1099-MISC
10.4. Rental income
10.4.1. Records on income
10.5. Retirement income
10.5.1. 1099-R for Pensions/IRA/Annuity
10.5.2. Social security income
10.5.2.1. 1099-SSA
10.5.2.2. RRB-1099
10.6. Any other income
10.6.1. 1099 forms