What I do

Change of Status:  for any new dependents or spouse, list name and date of birth.  If you have married or divorced during 2014, please list change.  If you can no longer claim a dependent, list which dependent.

Medical:  including dentist, eye wear, prescriptions, doctors and hospital expenses not reimbursed, medical miles and health and dental insurance not paid by your employer.

Realestate Taxes:  list amounts for rental and business properties seperately from your home property taxes paid in 2014.

Charitable Contributions:  list total for cash/check seperately from the value of items contributed.  If you contribute items with a individual or combined total of more than $499.00, a list that includes the date(s) & amount(s) per organization will be needed.

Employee Business  Expenses:  list expenses incurred and required as an employee; such as union dues, uniforms, education, business
miles (not commuting), cell phone,  etc.

Moving Expenses:  list expenses for travel, lodging, and storage  of personal effects.  You will need to  list the distance between your old home  and old job and your old home and new job.

Child Care Expenses:  list amounts paid to each provided and, if you have more than one child, the amount for each child. 

Education Expenses:  that includes tuition, books, and lab fee’s paid to a college or vocational  school.  You should indicate for whom the expenses were  paid, such as taxpayer, spouse or dependent.

Car, Truck, Motorcycle, Boat or RV Purchase:  if you purchased any of these items in 2014, please list the  amount of sales tax paid.

Rental Properties:   list the income and itemize the deductions per property.  If you did any improvements such as carpet, tile, cabinets, roof, fence, etc.,  those items should be listed seperately  with the date, description and amount.  If this is a new purchase, include a  copy of the purchase statement (hud-1).  Don’t forget about miles relating to maintaining the property.

Business Income:  list the income and itemize the deductions  per business.  If you purchased  business property such  as equipment, 
tools, desk, chairs, computer, software, etc., those items should be listed separately with the date, description and amount. Don’t forget about business miles.

Alimony:  if you paid court ordered alimony, list amount and to whom including social security number.  If you received court ordered alimony list the amount.

Properties Sold:  include a copy of the hud-1 statement from the purchase and sale of the property.  List improvements by description and  amount.

Estimated Payments:  list date and amount of each payment.