Personal Tax

Taxes You Paid

State and local income taxes or general sales tax
Foreign income tax
Estimated tax payments
Prior year’s state and local income tax you paid during the tax year
Real estate tax
Personal property tax based on value.

Interest You Paid

Mortgage Interest
Mortgage prepayment penalties
Points on principal residence financing
Mortgage insurance premiums
Investment interest

Medical Expenses

Health insurance premiums
Long term care premiums
Out of pocket doctors, labs, dentist, hospital costs, eyes exams, glasses, prescriptions, etc.
Medical mileage

Gifts to Charity

Charitable contributions (cash and non-cash) made to qualified charities
Mileage to donate goods to charity or to perform charitable services

Other Expenses

Employee non-reimbursed business expense
Job hunting expenses
Casualty and theft Losses
Investment expenses
Fees for tax return preparation
Investment counsel and advisory fees
Certain legal fees
Safe deposit box rental

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