Itemized Deductions

There are two ways you can take deductions on your federal income tax return: you can itemize deductions or use the standard deduction. Deductions reduce the amount of your taxable income.

The standard deduction amount varies depending on your income, age, whether or not you are blind, and filing status and changes each year. You should itemize deductions if your allowable itemized deductions are greater than your standard deduction or if you must itemize deductions because you can't use the standard deduction.

You may be able to reduce your tax by itemizing deductions. Itemized deductions include amounts you paid for state and local income or sales taxes, real estate taxes, personal property taxes, mortgage interest, and disaster losses from a Federally declared disaster. You may also include gifts to charity and part of the amount you paid for medical and dental expenses.

If you itemized deductions last year or think you may be able to this year, please download and complete the Itemized Deduction Worksheet from the link below. You will only have 15 minutes to meet with a certified Tax Counselor at your intake appointment and having this information summarized will help us to better serve you safely this tax season. We ask that tax payers itemizing deductions make an appointment after April 1 due to the more complex nature of their tax returns.

......Please download the ITEMIZED DEDUCTION WORKSHEET, it is fillable with most PDF readers, complete it fully, and bring it to your intake appointment with the supporting documentation in the same order as the form. (You do not have to sign in to OneDrive to download)