Itemized Deductions Worksheet at a glance
What it is: The Itemized Deductions Worksheet records amounts paid during the tax year, by category, for your tax preparer.
A filled-in Itemized Deductions Worksheet example: a taxpayer lists a checkup and a gift
How to fill out Itemized Deductions Worksheet, box by box
Taxpayer
In 1. Taxpayer, enter the taxpayer name and the spouse name, if filing jointly.
Enter the tax year.
Medical and dental expenses
In 2. Medical and dental expenses, list doctors, dentists, hospitals, prescriptions, insurance premiums, equipment and travel for care, each with a description, who it was paid to and the amount ($).
In 2. Medical and dental expenses, enter the amount ($) reimbursed by insurance or others.
Taxes paid
In 3. Taxes paid, enter the state and local income tax, the general sales tax, the real estate tax, the personal property tax and other taxes, with the type of other taxes.
Interest paid
In 4. Interest paid, for home mortgage interest enter the lender or payee, the property, the interest ($) and the points ($).
In 4. Interest paid, also enter the mortgage insurance premiums, the investment interest and the other interest.
Gifts to charity
In 5. Gifts to charity, list gifts by organization with the organization, the date (MM/DD/YYYY), the cash or check ($) and the value of property given ($).
Other items
In 6. Other items, for casualty and theft losses enter the property and event, the date (MM/DD/YYYY), the loss ($) and the insurance paid ($).
In 6. Other items, list other expenses with a description and the amount ($).
In 6. Other items, write the notes for your tax preparer.
More rules for Itemized Deductions Worksheet
Keep receipts and statements with this worksheet.
In 5. Gifts to charity, enter the description of property given.
Sources
[1] Itemized Deductions Worksheet, no printed edition (the Official source link on this page).
