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 nameslist of itemized deductions, tax deduction list template, printable list of tax deductions, tax deductions checklist printable

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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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portion of gaps in checklist for tax deductions

Write the demanded particulars in the Cash and property are generally, Churches NonProfit Schools, WarVeterans Groups Agencies such, Goodwill United Way etc, YMCA, Casualty Theft Losses Casualty, Fire Theft Natural Loss Tornado, Car Accident Vandalism Other, Most of the following, Gambling Losses to Offset, Gains, Handicapped Job Related, Expenses, Work Uniforms Unrecovered Annuity, and Job Hunting Expenses Safe Deposit segment.

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In the Job Hunting Expenses Safe Deposit, Repayments of Income Repayments of, Security Investment Related Expense, and Job Required Medical Exams Job segment, focus on the crucial data.

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