Minuteman Taxpayer Advocates, Inc. PERSONAL NON-BUSINESS DEDUCTIONS

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1 Tax Year Last Name First Name Your Phone # 2 nd Phone # Minuteman Taxpayer Advocates, Inc Diamond Place, Unit 511 Santa Clarita, CA, Phone (888) contact@minutemantax.com PERSONAL NON-BUSINESS DEDUCTIONS DEPENDENTS If we prepared your taxes last yr and have the ss# and DOB on last years return you don t have to put it on this form. You do need to put down the names of anyone you plan on deducting even if we have their name is on last years return. DEPENDENT 1 DEPENDENT 2

2 DEPENDENT 3 DEPENDENT 4 DEPENDENT 5 Did you have daycare expenses taken out of your paycheck? Yes No DAYCARE PROVIDERS INFORMATION NAME TAX ID OR SS# ADDRESS PHONE

3 MEDICAL EXPENSES You will only be able to deduct medical expenses over 7.5% of your Adjusted Gross Income. For example: If you made $100,000 in wages and had $8,000 in medical expenses you would get a $500 medical deduction. (100,000 x 7.5% = $7,500 disallowed. $8,000 - $7,500 = $500) Don t waste your time on this part of the form unless you have enough to get over the 7.5% rule. Only amounts not paid by your insurance count. DOCTORS & DENTISTS EXP _ MEDICAL INSURANCE MILES DRIVEN TO AND FROM MEDICAL APPOINTMENTS OTHER MEDICAL EXP TAXES LIST ANY SALES TAX ON MAJOR PURCHASES ITEM DATE BOUGHT SALES TAX PAID REAL ESTATE TAXES PAID ON PRIMARY HOME REAL ESTATE TAXES PAID ON 2 ND HOME DMV FEES AND ANY PERSONAL PROPERTY TAXES PAID (TOTAL) MORTGAGE INTEREST MORTGAGE INTEREST PAID 1 ST MORTGAGE _ MORTGAGE INTEREST PAID 2 ND MORTGAGE MORTGAGE INTEREST ON 2 ND HOME (COULD BE RV, TRAILER, CABIN, BOAT, ETC.)

4 CHARITABLE DONATIONS BY CASH TOTAL PAID BY CHECK OR CASH TOTAL OUT OF POCKET EXP VOLUNTEERING FOR A CHARITY TOTAL MILES DRIVIN VOLUNTEERING FOR A CHARITY CHARITABLE DONATIONS OF PROPERTY (NON- CASH) DONATION 1 DATE DONATED NAME OF CHARITY ADDRESS OF CHARITY DESCRIPTION OF DONATED ITEMS VALUE WHEN AQUIRED FAIR MARKET VALUE WHEN DONATED DONATION 2 DATE DONATED NAME OF CHARITY ADDRESS OF CHARITY DESCRIPTION OF DONATED ITEMS VALUE WHEN AQUIRED FAIR MARKET VALUE WHEN DONATED

5 DONATION 3 DATE DONATED NAME OF CHARITY ADDRESS OF CHARITY DESCRIPTION OF DONATED ITEMS VALUE WHEN AQUIRED FAIR MARKET VALUE WHEN DONATED ALIMONY PAID NAME OF PERSON PAID SS# OF PERSON PAID AMOUNT PAID GAMBLING LOSSES IF YOU HAD ANY GAMBLING WINNINGS THAT YOU ARE CLAIMING AS INCOME PUT TOTAL AMOUNT OF GAMBLING LOSSES FOR THE YEAR HERE. FOR EXAMPLE, IF YOU RECEIVED A W2G FROM A CASINO WITH $10,000 WINNINGS THEN THE IRS WILL WANT TO SEE THAT AMOUNT IN GAMBLING WINNINGS ON YOUR TAX RETURN. HOWEVER, YOU CAN CLAIM ALL GAMBLING LOSSES YOU HAD THROUGHOUT THE YEAR UP TO THE AMOUNT YOU WON. THIS INCLUDES STATE LOTTO, BINGO, CASINO LOSSES, ETC.. FOR EXAMPLE, JOHN WON $10,000 FROM CASINO A AND RECEIVED A W2G FRON THE CASINO FOR THAT AMOUNT. JOHN ALSO HAD LOSSES OF $6,300 FROM ALL OTHER GAMBLING FOR THE YEAR. JOHN SHOULD PUT $6,300 ON THE LINE BELOW. IF YOU HAVE ANY CONCERNS OR IF YOU HAVE ITEMS NOT ON FORM LIST HERE OR ATTACH SEPARATE SHEET

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