Itemized Personal Information

 

 

Name:    Tax Year:

                                

            Medical and Dental             Charity and Donations
Premiums Pre-Tax or Post Tax?...... Donations - Money.............
Do you have a FLEX plan?............. Donations - Material...........
Health Insurance................. Charity Mileage..................
Long Term Premiums.......... How To Determine Value IRS    Goodwill Guide    Salv Army Guide
Doctors..............................
Prescriptions.......................
Dentists..............................
Optical...............................

            Interest Paid

Medical Mileage.................

Home Mortgage.................. Bring Form(s)

            Other Medical and Dental

Loan Points......................... Bring Form(s)

Qualified Mtg Insurance..... Bring Form(s)
Investment Interest.............. Bring Form(s)
                                                         Taxes Paid                                                            
State Income Taxes............ General Sales Taxes...........
Real Estate Taxes.............. Bring Form(s) Personal Taxes...................

                 (car registrations, etc)

            Other Taxes Paid
Prior Year Tax Prep Fee....
Gambling Losses................

   (up to W-2G Income Total only)

 

Notes/Comments:

 

 your email address:       

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