Itemized Deductions Checklist – Fill Out and Use This PDF

The Itemized Deductions Checklist is a great way to determine the potential tax deductions you can receive.

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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.

This figure holds information about itemized deductions checklist. You will have the projected time you will need to complete the form and some additional details.

Question	Answer
Form Name	Itemized Deductions Checklist
Form Length	1 pages
Fillable?	Yes
Fillable fields	71
Avg. time to fill out	14 min 31 sec
Other names	list of itemized deductions, tax deduction checklist pdf, list of tax deductions, itemized deductions list

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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	□ Life-Care Fees for Medical		□	Psychiatric Care
□	Drug/Alcohol Treatment	□	Treatment	□ School and/or Home for
□ Cost of Guide Dogs		□	Long-term Care Insurance	□	Disabled
□ Handicap Access Devices for		□	Premiums	□	Smoking Cessation Program
□	Disabled	□	Meals/Lodging Related to		Cost
□	Hospital Fees	□	Hospital Stays	□ Special Life Items (glasses,
□	Insurance Premiums	□	Medical Devices		limbs, dentures, wheelchairs,
□	Prescriptions	□	Operations	□	hearing aids, contacts, etc.)
□	Laser Eye Surgery	□	Organ Donation	□	Transportation (Medical
□	Lead Based Paint	□	Physician Diet/Health		related)
	Removal Cost		Programs	□ Weight Loss Program Costs

		Taxes
The following taxes are generally 100% deductible:		□ Real Estate Taxes
□	State/Local Taxes	□ Real Estate 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:

□	Churches	□	War/Veterans Groups
□	Non-Profit Schools	□ Agencies such as: Red Cross, Salvation Army,
□	Non-Profit Hospitals	□	Goodwill, United Way, & etc.
□	Public Parks	□	YMCA

□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.		□
□	Fire	□	Car Accident
□	Theft	□	Vandalism
□ 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
□	Gains		Gains	□	IRA/KEOGH Administration
□	Handicapped Job Related	□ 50% of Business Related		□	Fees
□	Expenses	□	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	□	Security		Expenses
□	Employee Business Expenses	□	Investment Related Expense

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Write the demanded particulars in the Goodwill, United, Way, etc Casualty, Theft, Losses Car, Accident, Vandalism, Other, Accidents Gains, Expenses, Miscellaneous, Deductions Gains, Meals, Entertainment and for, Teachers segment.

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