Internal Revenue Service
Schedule A
SCHEDULE A - Form 1040)
Itemized Deductions
Information about Schedule A and its separate instructions is at www.irs.gov/form1040.
Attach to Form 1040.
Name(s) shown on Form 1040 Your social security number
Medical and Dental Expenses
Caution. Do not include expenses reimbursed or paid by others.
1 Medical and dental expenses (see instructions)
2 Enter amount from Form 1040, line 38
3 Multiply line 2 by 7.5% (.075)
4 Subtract line 3 from line 1. If line 3 is more than line 1, enter -0-
Taxes You Paid
5 State and local (check only one box):
a Income taxes, or
b General sales taxes
6 Real estate taxes (see instructions)
7 Personal property taxes
8 Other taxes. List type and amount
9 Add lines 5 through 8
Interest You Paid
Note. Your mortgage interest deduction may be limited (see instructions).
10 Home mortgage interest and points reported to you on Form 1098
11 Home mortgage interest not reported to you on Form 1098. If paid to the person from whom you bought the home, see instructions and show that person’s name, identifying no., and address
12 Points not reported to you on Form 1098. See instructions for special rules
13 Mortgage insurance premiums (see instructions)
14 Investment interest. Attach Form 4952 if required. (See instructions.)
15 Add lines 10 through 14
Gifts to Charity
If you made a gift and got a benefit for it, see instructions.
16 Gifts by cash or check. If you made any gift of $250 or more, see instructions.
17 Other than by cash or check. If any gift of $250 or more, see instructions. You must attach Form 8283 if over $500
18 Carryover from prior year
19 Add lines 16 through 18
Casualty and Theft Losses
20 Casualty or theft loss(es). Attach Form 4684. (See instructions.)
Job Expenses and Certain Miscellaneous Deductions
21 Unreimbursed employee expenses—job travel, union dues, job education, etc. Attach Form 2106 or 2106-EZ if required. (See instructions.)
22 Tax preparation fees
23 Other expenses—investment, safe deposit box, etc. List type and amount
24 Add lines 21 through 23
25 Enter amount from Form 1040, line 38
26 Multiply line 25 by 2% (.02)
27 Subtract line 26 from line 24. If line 26 is more than line 24, enter -0-
Other Miscellaneous Deductions
28 Other—from list in instructions. List type and amount
Total Itemized Deductions
29 Add the amounts in the far right column for lines 4 through 28. Also, enter this amount on Form 1040, line 40
30 If you elect to itemize deductions even though they are less than your standard deduction, check here