Lee incurred the following expenses in the current tax year. In the spaces provided, indicate whether each expenditure is deductible for AGI, from AGI, or not deductible.

 

 

Deductible

 

 

 

Expense Item

For
AGI

From
AGI

Not
Deductible

a.

Lee’s personal medical expenses

 

 

 

b.

Lee’s dependent daughter’s medical expenses

 

 

 

c.

Real estate taxes on Lee’s rental property

 

 

 

d.

Real estate taxes on Lee’s personal residence

 

 

 

e.

Real estate taxes on daughter’s personal

 

 

 

 

residence

 

 

 

f.

Lee’s state income taxes

 

 

 

g.

Interest on Lee’s rental property mortgage

 

 

 

h.

Interest on Lee’s personal residence mortgage

 

 

 

i.

Interest on daughter’s personal residence

 

 

 

 

mortgage

 

 

 

j.

Interest on Lee’s business loans

 

 

 

k.

Lee’s charitable contributions

 

 

 

l.

Depreciation on Lee’s rental property

 

 

 

m.

Depreciation on auto used in Lee’s business

 

 

 

n.

Depreciation on Lee’s personal use auto

 

 

 

o.

Depreciation on daughter’s personal use auto