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Just Health
1. State and Local Taxes You Paid
- State and Local Income Taxes or General Sales Tax: Payments made during the tax year, including estimated tax payments and prior year’s state/local tax.
- Real Estate/Property Tax: Taxes paid on real estate properties, excluding foreign property tax.
- Foreign Taxes on Income: Taxes on income, including interest and dividends, if you didn’t claim a foreign tax credit on Form 1116.
- Personal Property Taxes: Taxes based on the value of personal property, such as vehicle registration fees, if charged annually and based on value.
2. Interest You Paid
- Mortgage Interest: Interest paid on loans secured by your primary or secondary residence.
- Late Payment Charges on Mortgage: Penalties incurred for late mortgage payments.
Mortgage Prepayment Penalties: Fees for paying off your mortgage early.
• Points on Principal Residence Financing: Prepaid interest points on your mortgage.