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Other Items Related To Schedule A (Form 1040)

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Publication 502, Medical and Dental Expenses
This publication explains the itemized deduction for medical and dental expenses that you claim on Schedule A (Form 1040).

Publication 504, Divorced or Separated Individuals
This publication explains tax rules that apply if you are divorced or separated from your spouse. It covers general filing information and can help you choose your filing status. It also can help you decide which exemptions you are entitled to claim, including exemptions for dependents.

Publication 525, Taxable and Nontaxable Income
This publication discusses many kinds of income and explains whether they are taxable or nontaxable.

Publication 526, Charitable Contributions
This publication explains how to claim a deduction for charitable contributions. It discusses organizations qualified to receive them, the types of contributions you can deduct, how much you can deduct, what records to keep, and how to report them.

Publication 529, Miscellaneous Deductions
This publication explains which expenses you can claim as miscellaneous itemized deductions on Schedule A (Form 1040 or Form 1040NR).

Publication 530, Tax Information for Homeowners
This publication provides tax information for homeowners, including expenses you can deduct and records you should keep.

Publication 535, Business Expenses
This publication discusses common business expenses and explains what is and is not deductible. The chapters cover general rules for deducting business expenses and specific expenses.

Publication 547, Casualties, Disasters, and Thefts
This publication explains the tax treatment of casualties, thefts, and losses on deposits.

Publication 561, Determining the Value of Donated Property
This publication is designed to help donors and appraisers determine the value of property (other than cash) that is given to qualified organizations. It also explains what kind of information you must have to support the charitable contribution deduction you claim on your return.

Publication 587, Business Use of Your Home (Including Use by Daycare Providers)
This publication explains how to figure and claim the deduction for business use of your home. It includes special rules for daycare providers.

Publication 936, Home Mortgage Interest Deduction
This publication discusses the rules for deducting home mortgage interest.

Publication 969, Health Savings Accounts and Other Tax-Favored Health Plans
This publication explains health savings accounts (HSAs), medical savings accounts (Archer MSAs and Medicare Advantage MSAs), health flexible spending arrangements (FSAs), and health reimbursement arrangements (HRAs).

Publication 970, Tax Benefits for Education
This publication explains tax benefits that may be available to you if you are saving for or paying education costs for yourself or, in many cases, another student who is a member of your immediate family.

Form W-2, Wage and Tax Statement
Every employer engaged in a trade or business who pays remuneration for services performed by an employee must file a Form W-2 for each employee from whom income, social security, or Medicare tax was withheld; or income tax would have been withheld if the employee had claimed no more than one withholding allowance or had not claimed exemption from withholding on Form W-4.

Form W-2G, Certain Gambling Winnings
File this form to report gambling winnings and any federal income tax withheld on those winnings.

Form 1065, U.S. Return of Partnership Income
Form 1065 is an information return used to report the income, gains, losses, deductions, credits, etc., from the operation of a partnership.

Form 1098, Mortgage Interest Statement
Use this form to report mortgage interest of $600 or more received by you during the year in the course of your trade or business from an individual, including a sole proprietor.

Form 1098-C, Contributions of Motor Vehicles, Boats, and Airplanes
A donee organization must file a separate form with the IRS for each contribution of a qualified vehicle that has a claimed value of more than $500.

Form 1099-G, Certain Government Payments
Federal, state, or local governments file this form if they made payments of unemployment compensation; state or local income tax refunds, credits, or offsets; reemployment trade adjustment assistance (RTAA) payments; taxable grants; or agricultural payments. They also file this form if they received payments on a Commodity Credit Corporation (CCC) loan.

Form 1099-H, Health Coverage Tax Credit (HCTC) Advance Payments
File this form if you received any advance payments during the calendar year of qualified health insurance payments for the benefit of eligible trade adjustment assistance (TAA), Reemployment TAA, or Pension Benefit Guaranty Corporation (PBGC) pension recipients and their qualifying family members.

Form 1099-MISC, Miscellaneous Income
Used to report rents, royalties, prizes and awards and other fixed determinable income.

Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
File this form for each person to whom you have made a designated distribution or are treated as having made a distribution of $10 or more from profit-sharing or retirement plans, any individual retirement arrangements (IRAs), annuities, pensions, insurance contracts, survivor income benefit plans, permanent and total disability payments under life insurance contracts, charitable gift annuities, etc.

Form 1099-S, Proceeds From Real Estate Transactions
File Form 1099-S to report the sale or exchange of real estate.

Form 2106, Employee Business Expenses
Use this form if you are an employee deducting ordinary and necessary expenses for your job.

Form 4684, Casualties and Thefts
Use Form 4684 to report gains and losses from casualties and thefts. Attach Form 4684 to your tax return.

Form 4797, Sales of Business Property
Use this form to report the sale or exchange of property, the involuntary conversion of property, the disposition of noncapital assets, the disposition of capital assets, gain or loss for partners and S corporation shareholders and the computation of recapture amounts under sections 179 and 280F(b)(2).

Form 4952, Investment Interest Expense Deduction
Use this form to figure the amount of investment interest expense you can deduct for the current year and the amount you can carry forward to future years.

Form 8283, Noncash Charitable Contributions
Individuals, partnerships, and corporations file this form to report information about noncash charitable contributions when the amount of their deduction for all noncash gifts is more than $500.

Form 8396, Mortgage Interest Credit
If you were issued a qualified Mortgage Credit Certificate (MCC) by a state or local governmental unit or agency under a qualified mortgage credit certificate program, use this form to figure your mortgage interest credit for the current year and any credit carryforward for the following year.

Form 8839, Qualified Adoption Expenses
Use Form 8839 to figure the amount of your adoption credit and any employer-provided adoption benefits you can exclude from your income.

Form 8863, Education Credits (American Opportunity and Lifetime Learning Credits)
Use this form to figure and claim your education credits, which are based on qualified education expenses paid to an eligible postsecondary educational institution.

Form 8885, Health Coverage Tax Credit
Use this form to figure the amount, if any, of your health coverage tax credit (HCTC).

Page Last Reviewed or Updated: 30-Jul-2014