Personal Tax Checklist

Income Tax Services

Incorporations & Payroll

Accounting & Bookkeeping

TAX
ADVANTAGE™

Accounting & Bookkeeping



1201 North Third Street ▪ Jacksonville Beach, Florida 32250 ▪ (904) 241-0050 ▪Fax (904) 241-0752

taxadvantage@taxadvantage.org


Personal Tax Worksheet

Personal Tax Worksheet

INCOME 

W-2’s – All Employees  

1099 ’s 

Interest from Banks

Investment Dividends

Stock Sales/Losses

Pensions/Annuities

Prizes/Bonuses

Social Security

Retirement Withdrawals

K-1’s 

Activity Reporting for Business Investments

Rental Property 

Income/Expenses 

Alimony Received 

Business Income/Expenses 

Request Business Wkst/See link at www.taxadvantage.org

DEDUCTIONS

Medical Expenses***

(Out-of-Pocket)

Insurance Premiums

Prescriptions

Dentist/Doctors Eyeglasses/Contacts

Nursing Home/Rehab

Misc.

Taxes  

Real Estate Taxes

State/Personal

Sales Tax/Large Purchases

Interest Paid  

Mortgage

2nd Mortgage (Home)

Lines of Credit

Home Equity Loans

Student Loans

Investment Interest

Charitable Contributions  

Place of Worship 

Charitable Organizations 

Educational Expenses  

1098-T 

Books/Supplies 

Energy Efficient Improvements

Renewable Sources (Solar/

Wind/ Geothermal /Fuel Cells)

MISCELLANEOUS

***Must exceed 10% of adjusted gross income.

Tip - Use your gross income, if it is close to 10% include the medical out-of-pocket expense.