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More of what you will need.

5. Interest You Paid

Home Mortgage Interest . . . . . . . . . . $ ________________  2nd Mortgage Interest . . . . . . . . . . . . $ ________________

Home Improvement Interest . . . . . . $ ________________    Vacation Home Interest . . . . . . . . . . $ ________________

6. Contributions You Made

_________________Church. . . . $ _________________    _________________Church. . . . $ _________________

American Cancer Society . . . . . . . . . .$ _________________

United Way . . . . . . . . . . . . . . . . . . . . .$ _________________

Other Organizations . . . . . . . . . . . . . $ _________________

________________________________________________

________________________________________________

Non Cash Contributions . . . . . . . . . . .$ _________________

(clothes, furniture, etc.) Garage Sale Value

Charity Mileage ___________________________________

7. Baby Sitting ‐ Child Care

Name of Babysitter or Child Care Provider

________________________________________________

Address _________________________________________

________________________________________________

Social Security or Employer’s I.D. No. __________________

Amount Paid $__________________

Name of Babysitter or Child Care Provider

________________________________________________

Address _________________________________________

________________________________________________

Social Security or Employer’s I.D. No. __________________

Amount Paid $__________________

8. Other Items You Paid

Alimony . . . . . . . . . . . . . . . . $ _________________________

Union Dues . . . . . . . . . . . . . $ _________________________

Tools . . . . . . . . . . . . . . . . . . $ _________________________

Uniforms . . . . . . . . . . . . . . . $ _________________________

Safety Equipment . . . . . . . $ _________________________

Tax Preparation . . . . . . . . . $ _________________________

Safety Deposit Box . . . . . . $ _________________________

Employment Agency Fee . $ _________________________

*IRA or KEOGH Programs (Please furnish papers)

__________________________ $ _______________________________

__________________________ $ ________________________________

__________________________ $________________________________

9. Any Stocks/Bonds Sold

Purchase Date ____________Purchase Price ______________

Sale Date___________________

Purchase Date ____________Purchase Price ______________

Sale Date___________________

Did you purchase any Roth IRA’s? _______________________

Amount for Taxpayer $__________ Spouse $_____________

Value of Roth IRA’s at end of year $______________________

Include statement

10. Education

Name of Student ____________________________________

School Attending ____________________________________

1st or 2nd year _____ Amount of Tuition Paid $____________

Including loans

Name of Student_____________________________________

School Attending ____________________________________

1st or 2nd year _____ Amount of Tuition Paid $____________

Including loans

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Karen Graham CPA

 

Liberty, MO 64068

 

klgcpa@gmail.com

Contact Me
Karen Graham CPA facebook page
Member
American Institue of CPAs
 
Missouri Society of CPAs
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