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

Taxpayer Information:

Taxpayer's Name: Tax Year:
Number of Exemptions (line 6d): Zip Code:
Income Worksheet:
(Enter all numbers as positive numbers)
Income DescriptionSource±Amount
AGIForm 1040, Line 38+
Tax-exempt InterestForm 1040, Line 8b+
SUBTRACT Taxable IRA DistributionsForm 1040, Line 15b-
Total IRA Distributions1Form 1040, Line 15a+
SUBTRACT Taxable Pensions and AnnuitiesForm 1040, Line 16b-
Total Pensions and Annuities1Form 1040, Line 16a+
SUBTRACT Taxable Social Security BenefitsForm 1040, Line 20b-
Total Social Security BenefitsForm 1040, Line 20a+
Medicaid Waiver paymentsForm 1099-Misc+
Nontaxable Combat PayFrom W-2+
Workers Compensation PaymentsTaxpayer+
Disability Insurance PaymentsTaxpayer+
Veterans Benefits (VA not DFAS)Taxpayer+
Public Assistance PaymentsTaxpayer+
Cash gifts and bequestsTaxpayer+
Residential Rental (less than 15 days)Taxpayer+
Nontaxable Portion of Prior Year Tax RefundsPrior Year Form 1040+
Supplemental Social Security BenefitsTaxpayer+
Any Other Nontaxable Income2Taxpayer+
Income for IRS Sales Tax Calculator
The entry above shown as        may be an error.
1 Do not include rollovers.
2 See Publication 4012, Page D-1, Table B for additional examples of non-taxable income.
Large Item Sales Tax Worksheet:

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