Schedule A Tax and Interest Deduction Worksheet 2018
Schedule A Tax and Interest Deduction Worksheet 2018
Lines 5 - 12 • Keep for your records
Name(s) Shown on Return Social Security Number
Tax Deductions
1 State and local taxes:
Optional Sales Tax Tables
a Available Income:
(1) Income from Form 1040, line 7
(2) Nontaxable income entered elsewhere on return
(3) Available income: 2017 refundable credits in excess of tax
(4) Enter any additional nontaxable income
(5) Total available income
b Sales Tax Per State of Residence:
Enter state in column (1). then enter total (combined) state and local sales tax rate in column (4).
Arizona. Colorado. Louisiana. Mississippi. New York or South Carolina only:
Double-click in column (4) to select your locality for each state entered.
(1)
S
t
a
t
e (2)
Date
Lived in
State
From (3)
Date
Lived in
State
To (4)
Enter
Total
State &
Local
Rate (%) (5)
State
Sales
Tax
Rate
(%) (6)
Local
Sales
Tax
Rate (%)
(4) - (5) (7)
State
Sales
Tax
Table
Amount (8)
Local
Sales
Tax
Amount (9)
Prorated
or Total
Amount
c Tota general sales tax using tables
d Sales Tax Paid on Specific Items (see help):
(1)
ST (2)
Total
State &
Local
Rate (3)
Description (4)
Type (5)
Cost (6)
Rate if
Different (7)
Actual
Sales Tax
Amount
Paid (8)
Specific
Item
Deduction
e Total sales tax deduction on specific items
I Tota general sales tax per tables plus sales tax on specific items
g Actual State and Local General Sales Tax:
Actual sales taxes (enter the total sales taxes paid during the year on all items)
h State and Local Income Taxes:
State and Local Income taxes
I State and Local Tax Deduction to Schedule A, line 5a:
Greater of line lf. line 1g. or line 1 h (to Schedule A. line 5a)
J Check a box to choose to use income taxes paid, sales taxes paid, or whichever
provides the greater deduction:
Income Taxes . . ( J Sales Taxes. . . . n Greater amount . I
2 State and local real estate taxes:
a Real estate taxes paid on principal residence not entered on Form 1098
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b Real estate taxes paid on principal residence entered on Home Mortgage Int. Wks . .
c Real estate taxes paid on additional homes or land
Personal portion of real estate taxes from Schedule E Worksheet for:
d Principal residence
e Vacation home
I Less real estate taxes deducted on Form 8829
g Foreign real propety taxes included in lines 2a-21 above
h Add lines 2a through 2f. less line 2g (to Schedule A, line 5b)
3 State and local personal property taxes:
a Auto registration fees based on the value of the vehicle.
2017 Amount Enter 2018 description:
b Non-business portion of personal property taxes from Car & Truck Exp Wks
c Other personal property taxes
d Add lines 3a through 3c (to Schedule A, line 5c)
4 Other taxes:
a Other taxes from Schedule(s) K-1
b Foreign taxes from interest and dividends
c Foreign taxes from Schedule(s) K-1
d Other foreign taxes (not used to claim a foreign tax credit)
e Other taxes.
2017 Amount Enter 2018 description:
f Foreign real propety taxes included in lines 4a-4e above
g Add lines 4a through 4e. less line 41 (to Schedule A, line 6)
Interest Deductions
5 Home mortgage interest and points reported on Form 1098:
a Mortgage interest and points from the Home Mortgage Interest Worksheet
b Qualified mortgage interest from Schedule E Worksheet
c Less home mortgage interest/points deducted on Form 8829
d Less home mortgage interest from Form 8396, line 3
e Add lines 5a through 5d (to Sch A. line 8a) or line A2 from above
6 Home mortgage interest not reported on Form 1098:
a Mortgage interest from the Home Mortgage Interest Worksheet
b Less home mortgage interest deducted on Form 8829
c Add lines 6a and 6b (to Sch A. line 8b) or line B2 from above
7 Points not reported on Form 1098:
a Amortizable points from the Home Mortgage Interest Worksheet
b Other points not on Form 1098 from the Home Mortgage Interest Worksheet
c Less points deducted on Form 8829
d Add lines 7a through 7c (to Schedule A. line 8c) or line C2 from above
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