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Forms

Organizing yourself to get your taxes done.

Listing Itemized Deductions
Interest and dividends
Non-Cash Contributions.

State Department of Revenue Tax forms

Illinois,  Individual and Business Tax forms.

Missouri,  Individual and Business Tax  forms.

 

 

 

 

 

 

 

 

Listing Itemized Deductions                                   
click here for this form in a Word document
Medical and Dental  2000 Amount
Prescription Drugs  
Doctors, Dentist and Nurses  
Hospitals and Nursing Homes  
Long-Term Care Premiums (excluding long-term care)  
Insurance Reimbursement (enter a positive number)  
Lodging and Transportation  
     Out-of-Pocket expenses  
     Number of Medical Miles  
Other Medical and Dental Expenses (i.e., dentures, braces, prosthesis, etc.)  
   
   
Taxes Paid  (State & local withholding and 2000 estimates are automatic)  
State&Local Income taxes -1/99 payment on 1999 st. estimates  
State&Local Income taxes -paid with 1999 state extentions  
State&Local Income taxes -paid with 1998 state return  
State&Local Income taxes -paid for prior years and/or to other states  
Real Estate Taxes - Principal Residence  
Real Estate Taxes -Property Held for Investment  
Personal Property Taxes (including automobile fees)  
Foreign Income Taxes   
Other Taxes  
   
   
Interest Paid  
Home Mortgage interest and points reported on form 1098  
   
Home Mortgage interest not reported on form 1098
(if paid to the home seller, enter seller's name, SSN of EIN, and address)
 
   
   
Points not reported on form 1098  
   
Investment Interest  
   
   
Passive Interest  
Certain home mortgage interest included above (6251)  
Cash Contributions      
50% Limitation  
Volunteer Expenses (out-of-pocket)  
Number of charitable miles  
Contributions by cash of check  
   
   
30% Limitation  
Volunteer Expenses (out-of-pocket)  
Number of charitable miles  
Contributions by cash of check  
   
   
Non-Cash Contributions
(if over $500 complete Non-Cash Contribution form)
 
50% Limitation  
   
30% Limitation  
   
20% Limitation  
   
30% Capital Gain Property  
   
20% Capital Gain Property  
   
Miscellaneous Deductions (submit to 2% AGI limit)  
Union and Professional Dues  
Other unreimbursed employee expenses
(i.e., classes,books, mileage, uniforms)
 
   
   
   
Investment expense  
   
   
Tax return preparation feee  
Safe deposit box rental  
Miscellaneous deductions (2% AGI)  
   
   
   
Other Miscellaneous Deductions  
Gambling losses to extent of winnings  
Estate tax, section 691(C)  
Other miscellaneous deductions  
   
   
   

 

 

 

Non-Cash Contributions
click here for this form in an Excel spreadsheet

Non-Cash Contributions

Name:

SSN:

Donated to: Organization:
 

Address:

Furniture

Women's Clothing

Studio Couch

50-225

 

Dresses

10 to 28

 

Kitchen set (table w/2chairs)

65-135

 

suits

12 to 60

 

End tables

15-75

 

shoes

5 to 14

 

Coffee table

25-75

 

coats

10 to 75

 

Washing Maching (working)

50-150

 

blouses

5 to 10

 

Vacuum cleaner (working)

20-60

 

handbags

5 to 10

 

Dryer (working)

60-100

 

hats

5 to 10

 

Refrigerator

60-200

 

sweaters

5 to 15

 

Gas Stove

60-200

 

slacks

5 to 20

 

TV (B&W)

20-40

 

bathrobes

5 to 15

 

TV (color)

50-175

 

Men's Clothing

Dresser w/mirror

45-195

 

suits

25 - 75

 

Chest

35-150

 

jackets

10 to 20

 

Wardrobe

30-90

 

shoes

5 to 20

 

Bed (double w/sprintg&mattress)

50-200

 

slacks

8 to 15

 

Bed (singe w/spring&mattress)

35-100

 

shirts

5 to 10

 

double mattress

25-75

 

overcoats

20 - 60

 

single mattress

15-50

 

sweaters

7 to 10

 

Folding Bed

20-70

 

belts

3 to 7

 

Sofa

50-395

 

Children's Clothing

China cabinet

85-225

 

coats

7 to 15

 

Trunk (wooden)

15-40

 

snowsuits

5 to 19

 

Floor lamp

15-35

 

shoes

4 to 7

 

Table Lamp

15 - 35

 

dresses

5 to 12

 

upholstered chair

25-100

 

pants

5 to 12

 

Convertible Sofa w/matress

90-300

 

shirts

3 to 6

 

desk

45-170

 

boots

3 to 11

 

bicycle

20-75

 

sweaters

4 to 6

 

radio

10 to 35

 

Dry Goods

crib w/mattress

25-100

 

blankets (synthetic,double)

5 to 15

 

playpen

10 to 35

 

bedspread (double)

5 to 25

 

Sporting Goods

pillows

5.00

 

Fishing rod

5 to 15

 

sheets

3 to 10

 

Ice Skates

5 to 15

 

curtains (single window)

2 to 8

 

Roller skates

5 to 15

 

drapes

10 to 40

 

Tennis racket

5 to 15

 

throw rugs

5 to 16

 

sum of column 1

$0.00

sum of column 2

$0.00

 

 

 Interest and Dividend
click here for this form in an Excel spreadsheet

Interest and Dividend Income

No.

Name of Payer
(also enter SSN & address
for seller -financed mortgage)

1=taxpayer
2=spouse

 

Income Interest

 

Tax-Exempt Interest

2000
Interest

Banks,
S & L's,
C/U's, etc.

Seller-
Financed
Mortgage

U.S. Bonds
T-Bills

Total
Municipal
Bonds

In-State
Municipal
Bonds

Early
Withdraw
Penalty

 

800,(801,802, 803)

1

2

3

4

19

5

18

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

No.

Name of Payer

1=taxpayer
2=spouse

 

Dividend Income

 

 

Tax-Exempt Interest

Ordinary
Dividends

Capital Gain
Distribution

28% Rate
Gain

U.S.Bonds
(% or amt.)

Total
Municipal
Bonds

In-State
Muni-bonds
(% or amt)

2000
Interest

800

1

2

3

24

502

18

503