| INCOME |  | DEDUCTIONS | |
W-2 - Taxpayer | | Medical Insurance | |
W-2 - Spouse | | Doctors, Dentists, Etc. | |
1099-R Pension/Annuity - Taxpayer | | Prescriptions | |
1099-R Pension/Annuity - Spouse | | Medical Mileage | |
1099-R IRA Distribution - Taxpayer | | Property Tax: Residence | |
1099-R IRA Distribution - Spouse | | Property Tax: Other | |
Social Security - Taxpayer | | State Income Tax Paid | |
Social Security - Spouse | | Sales Tax (receipted) | |
Unemployment - Taxpayer | | Mortgage Interest | |
Unemployment - Spouse | | 2nd Mortgage Interest | |
Interest Income (1099-INT) | | Second Home Mortgage Interest | |
Interest Income (1099-INT) | | Points Paid: Purchase Re-Fi | |
Interest Income (1099-INT) | | Date Length of Loan | |
Dividend Income (1099-DIV) | | Investment Expense | |
Dividend Income (1099-DIV) | | Charitable Contribution - Cash | |
Dividend Income (1099-DIV) | | Charitable Contribution - Noncash | |
Installment Sale: Principle | | Charitable Contribution - Noncash | |
Installment Sale: Interest | | Volunteer Mileage | |
Purchase Date: Sale Date: | | IRA Contributions - Taxpayer | |
Gross Profit %: | | IRA Contributions - Spouse | |
K-1: Partner, S-Corp, Trust | | Moving Expense: Travel | |
Sale of Stock (1099-B) | | Moving Expense: Lodging | |
Purchase Date: Sale Date: | | Moving Expense: Storage | |
Cost: Sales Price: | | Education Expense: Tuition | |
Alimony Received | | Education Expense: Books/Fees | |
1099-MISC | | Student Loan Interest | |
1099-MISC | | Tax Preparation Fees | |
Estimated Payments - Quarter 1 | | Alimony Paid | |
Estimated Payments - Quarter 2 | | Early Withdrawal Penalty | |
Estimated Payments - Quarter 3 | | IRA Custodial Fees | |
Estimated Payments - Quarter 4 | | Safe Deposit Box Fee | |
Other: | | Other: | |
Other: | | Other: | |
Other: | | Other: | |
Other: | | Other: | |
Other: | | Other: | |
Other: | | Employee Expenses: See Checklist | Employees |
Self-Employment Income: See Checklist | Business | Self-Employment Deductions: See Checklist | Business |
Rental Income: See Checklist | Rentals | Rental Deductions: See Checklist | Rentals |