Itemized Deductions Checklist PDF Details

Do you know which tax deductions you can claim on your federal income tax return? If not, don't worry – we have a checklist to help you out. Our Itemized Deductions Checklist Form is a comprehensive guide that will walk you through the most popular deductions. Keep in mind that this list is not exhaustive, so be sure to consult with a tax professional to see if there are any other deductions available to you.

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Form NameItemized Deductions Checklist
Form Length1 pages
Fillable fields0
Avg. time to fill out15 sec
Other nameschecklist for tax deductions, tax deduction checklist pdf, list of tax deductions, tax deduction checklist

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Itemized Deductions Checklist

Medical Expenses

Medical expenses are generally deductible if they exceed 10% of your income or 7.5% of your income if you are over the age of 65.

Some common medical expenses:

Life-Care Fees for Medical


Doctor/Dentist Fees

Psychiatric Care

Drug/Alcohol Treatment


School and/or Home for

Cost of Guide Dogs

Long-term Care Insurance


Handicap Access Devices for


Smoking Cessation Program


Meals/Lodging Related to



Hospital Fees

Hospital Stays

Special Life Items (glasses,

Insurance Premiums

Medical Devices


limbs, dentures, wheelchairs,



hearing aids, contacts, etc.)

Laser Eye Surgery

Organ Donation

Transportation (Medical

Lead Based Paint

Physician Diet/Health




Removal Cost



Weight Loss Program Costs




The following taxes are generally 100% deductible:

Real Estate Taxes

State/Local Taxes

Property Taxes

Value Based Auto License Fee

Payments to Mandatory State Funds

General State/Local Sales Tax

Foreign Income Taxes



Interest Expense


Most personal interest is non-deductible; the following is a list of deductible interest expenses:

Home Mortgage Interest

Business Interest

2nd Home Mortgage Interest

Investment Interest

Mortgage Loan Interest Premiums Covering

“Points” Paid

Mortgages Purchased in 2007 & beyond

Interest on Special Assessments (as real estate tax)

Charitable Contributions

Cash and property are generally deductible if donated to qualified organizations. These include:


War/Veterans Groups

Non-Profit Schools

Agencies such as: Red Cross, Salvation Army,

Non-Profit Hospitals

Goodwill, United Way, & etc.

Public Parks


Boy & Girl Scouts

Some Environmental/Conservation Groups

Casualty & Theft Losses

Casualty and theft losses are generally deductible to the extent they exceed 10% of your adjusted gross income, are not reimbursable

by insurance, and each event exceeds $500.



Car Accident



Natural Loss: Tornado, Hurricane, Flood, etc.

Other Accidents

Miscellaneous Deductions

Most of the following miscellaneous deductions are only deductible to the extent they exceed 2% of your adjusted gross income.

Gambling Losses to Offset

Hobby Expense to Offset

In-Home Office Expenses




IRA/KEOGH Administration

Handicapped Job Related

50% of Business Related



Meals; Entertainment

Business Use Depreciation

Work Uniforms

Classroom Material Expense

Certain Legal Fees

Un-recovered Annuity Costs

for Teachers

Trust Administration Fees

Job Hunting Expenses

Repayments of Income

Job Required Medical Exams

Safe Deposit Box Cost

Repayments of Social

Job Required Education

Tax Preparation Fees




Employee Business Expenses

Investment Related Expense



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