Sales Tax Deduction Worksheet
(for use with IRS Sales Tax Calculator)

Taxpayer Information:

Taxpayer's Name: Tax Year:
Family size1: Zip Code:
Income:
(Enter all numbers as positive numbers)
Income DescriptionSource±Amount
AGIForm 1040+
Tax-exempt InterestForm 1040+
Total IRA Distributions
   SUBTRACT any rollover amounts included in the line above.2
   SUBTRACT Taxable IRA Distributions2
Form 1040
Form 1040
Form 1099-R
+
-
-


Total Pensions and Annuities
   SUBTRACT any rollover amounts included in the line above.2
   SUBTRACT Taxable Pensions and Annuities2
Form 1040
Form 1099-R
Form 1040
+
-
-


Total Social Security Benefits
   SUBTRACT Taxable Social Security Benefits
Form 1040
Form 1040
+
-

Nontaxable Medicaid Waiver payments3Form W-2 or 1099-Misc+
Nontaxable Combat PayFrom W-2+
Child Support and Nontaxable AlimonyTaxpayer+
Workers Compensation PaymentsTaxpayer+
Disability Insurance PaymentsTaxpayer+
Veterans Benefits (VA not DFAS)Taxpayer+
Public Assistance PaymentsTaxpayer+
Insurance Proceeds (Life, Accident, etc)Taxpayer+
Cash gifts and bequestsTaxpayer+
Residential Rental (less than 15 days)Taxpayer+
Prior Year Federal Tax RefundPrior Year 1040+
Prior Year State Tax Refund
   SUBTRACT taxable portion of Prior Year State Tax Refund
Prior Year State Return
Form 1040
+
-

Supplemental Social Security BenefitsTaxpayer+
2020/2021 Economic Impact PaymentsTaxpayer+
Any Other Nontaxable Income4Taxpayer+
Income for IRS Sales Tax Calculator
The entry above shown as        may be an error.
1 Family size refers to the number of dependents plus taxpayer, and spouse if filing MFJ
2 Do not include rollovers
2 Entry not required (and will be ignored) if the total amount is 0.
3 If not included in AGI
4 See Publication 4012, Table B for additional examples of non-taxable income.
Large Item Sales Tax Paid:

Sales Tax on Large Item PurchasesSourceTax
Motor Vehicle (including RVs, ATVs, etc.)Taxpayer
Watercraft or AircraftTaxpayer
Building Materials for home construction or remodel (if identified separately)Taxpayer
House (if general sales tax applies)Taxpayer
Additional Sales Tax on Specified Items for IRS Sales Tax Calculator
Record result from IRS Calculator here and print for taxpayer records:
Total Sales Tax:
 
Local Tax Rate (%): State Tax Rate (%):
Please send corrections and suggestions to jeff@bogarthome.net