Tax Deduction checklist
A. Check your past years' returns
B. Check with a tax advisor
C. Check with financial software (ex.Quicken) or tax software (ex.TurboTax) built-in help
D. Edit/Copy/Paste and repeat this list next year !
- Car Expenses (Mileage for business, charitable purpose, fuel, interest on loans, moving from one home to another, etc.)
- Travel (hotels, airfare, meals, tips, cabs, etc.)
- Medical insurance, medical expenses and Health Savings Account Deduction
- Alimony
- Union dues / professional association fees
- Charitable donations
- Mortgage payments
- Student Loan Interest Deduction
- Checklist for tax preparation
- Tax deductions
- Did you miss any of these deductions ?
- Medical expenses checklists
(Select, copy and paste the text in this example if you want to)
Use this example as a starting point to create your own checklist depending on what you think is most important !