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The Seven Deadly Tax Sins: Commonly Missed Deductions

It's that time again, the April 15 taxas $4,000. For those at higher adjusted gross
deadline is looming large. If youre like mostincomes limits ($80,000 single, $160,000
people, you havent gathered all of your taxmarried filing jointly) the deduction is
records, let alone filled your return.Beforelimited to $2,000 for 2004. This deduction
you dig in and get started, take thismust be coordinated with other education
opportunity to first review a list of a fewcredits and savings vehicles.Work-Related
tax deductions to which you may be entitledExpenses: You can write off many work-related
if you itemize deductions but most peopleand work-search expenses, such as education
overlook. Many of these deductions arethat maintains or improves your skills,
subject to various limitations, so considercertain business tools, dues to labor unions,
getting professional help from your taxcell phone depreciation, certain expenses to
advisor and accountant to determine whichsearch for job in your present occupation,
deductions you qualify for and which itemsincluding employment agency fees, resum
apply to your specific circumstances.preparation, and travel expenses (local and
Remember, there are hundreds of deductionsout of town) and cleaning and laundry bills
throughout the tax laws; many of them can bewhen on a business trip. Work-related
quite obscure but also quite lucrative. Hereexpenses are subject to the 2% floor on
are seven commonly missed deductions to keepmiscellaneous deductions. Furthermore, if you
top of mind:Points on Refinancing: Withbuy a new SUV for business use that weighs
interest rates so low in 2003, there was amore 6,000 pounds, and file Schedule C or
great deal of refinancing activity. Anyother business tax return you may be allowed
points you pay to refinance your home can beto write off the full amount (up to $102,000
deducted ratably over the life of the newin 2004) in one year as a business expense
loan. Furthermore, all unamortized points onsubject to limitations.Clean-Fuel Deduction:
old refinancing are deducted in the year ofIf you are not in the market for a large SUV
the new refinancing.Health Insurancefor business, you still can get a deduction
Premiums: Any health insurance premiums youfor your personal car, another above-the-line
pay, including some long-term care premiumsdeduction of up to $2,000 for 2003 ($1,500
based on your age, are potentiallyfor 2004) of the cost of buying a clean-fuel
deductible. Medical expenses have to reachvehicle or a car that uses a significant
7.5% of your adjusted gross income beforesource of energy other than gasoline. That
they give you any tax benefit. Self-employedincludes hybrid cars, such as the Toyota
people can deduct 100% of health insurancePrius, the Honda Insight and the Honda Civic
premiums paid for themselves, their spousesHybrid. You get the deduction in the year you
and their dependents.Non-Cash Charitablestart using the car, and you must be the
Contributions: If you have used your chargeoriginal owner.Investment and Tax Expenses:
card for contributions to charity, rememberIn addition to forgetting to deduct
that the deduction is allowed in the yeartax-preparation fees and the portion of your
that you made the charge, not when youlegal, accounting or financial planner fees
actually pay the bill. Also, you may writethat relate to tax planning, many people miss
off certain out-of-pocket expenses related todeducting investment expenses. Those include
charitable activities. Appraisal fees paid tocertain fees paid to your financial advisor
value property donated to charities may beand/or broker and certain IRA fees you may
taken as a miscellaneous deduction subject topay directly. It also may include mileage for
the 2% floor on miscellaneousmeetings and long-distance phone calls to
deductions.Higher-Education Expenses: If youryour advisor or broker. Dont forget to
adjusted gross income wasnt more than $65,000include deductions for the cost of your
($130,000 for married, filing jointly) ininvestment publications or subscriptions,
2003, you can get an above-the-line deductionsafe deposit boxes used for
for as much as $3,000 for anyinvestment-related documents, these
higher-education tuition and fee expense youdeductions are subject to the 2% floor on
paid. For 2004, the deduction can be as muchmiscellaneous deductions.



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