FORMS, SCHEDULES AND WORKSHEETS FOR TAXPAYERS

Over the past 47 years I have developed a collection of forms, schedules and worksheets that have proven very helpful in my practice.

I have compiled a special package of these forms, schedules and worksheets especially for taxpayers who itemize their deductions on Schedule A, which I am offering for only $6.95.  

You can use these unique forms, logs and worksheets to help document your Schedule A tax deductions and to help organize and gather the tax information needed to give to your tax professional.

Please be aware that this is copyrighted material and for your internal use only.

This package includes -      
  

INCOME:

1. Statement of Municipal Interest

2.  Statement of US Government Obligations Income

3.  State Tax Adjustments

4.  Statement of Dividend Income

5.  Statement of Investment Income  

6.  Statement of Pension Income and Annuity Income  

SCHEDULE A:

1.  Supplement to Schedule A

2.  Medical Expense Worksheet

3.  Medical Mileage Worksheet

4.  Medical Expenses – Out of Pocket Analysis

5.  Medical Expense Analysis  

6.  Acquisition Debt Worksheet (example included)

7.  Home Equity Debt Worksheet (example included)

8.  Statement of Non-Cash Contributions

9.  Charitable Contribution Record – for cash contributions (2 pages)

10. Contribution Worksheet

11. Gambling Log

12. Summary of Casino Gambling Activity Log

SCHEDULE D:

1.  Cost Basis Worksheet

SCHEDULE E:

1. Rental Income and Expenses – Multi-Family Home

2. Statement of Rental Income and Expenses

3. Statement of Rental Income and Expenses – Vacation Property

4. Depreciation Schedule – Rental Real Estate  

GENERAL:

1.  Joint vs Separate Analysis

2.  Joint vs Separate Analysis – NJ State

3.  General Statement Form

The package will be sent as a “word document” email attachment, so you may edit and revise them as you see fit to personalize them for your specific situations and to update the forms for annual COLAs or tax law changes.

Send your check or money order for $6.95, payable to TAXES AND ACCOUNTANTS, INC, and your email address to -

TAXES AND ACCOUNTING, INC
SCHEDULE A FORMS PACKAGE

POST OFFICE BOX A

HAWLEY PA 18428