Schedule A

Itemized Deductions

• Medical Expenses
• State Income Taxes, Sales Tax, Property Tax
• Mortgage Interest, Investment Interest
• Charity

Schedule D

Stock, Mutual Funds, Bond Sales

• Restricted Stock Units (RSU)
• Employee Stock Purchase Plans (ESPP)
• Options (ISO)
• Publicly Traded Partnerships (PTP)

Schedule B

Interest and Dividends

• Interest, Tax Exempt Interest, Bond Premiums, OID
• Dividends, Qualified Dividends, Capital Gain Distributions

Schedule E

Rental Properties

• Rental Properties
• Depreciation and Recapture of Depreciation

Schedule C

Self Employment for Sole Proprietor

• Qualified Business Income Deduction (QBI)

Other

• Dependent Care Credit, Child Tax Credit, EIC Credit
• Education Credits (American Opportunity Credit, Lifetime Learning Credit)
• Retirement Income, Social Security, Pensions, IRA Distributions