Tax Wellness Kit

Deduction Checklist

Tick off deductions that might apply to you, then bring the list to your preparer.

0 of 10 checked

• Student loan interest (up to $2,500)

  Above-the-line — no itemizing needed.

• Traditional IRA contributions

  Reduces taxable income up to annual limit.

• HSA contributions

  Triple tax advantage if you have an HDHP.

• Mortgage interest

  Itemized — needs Form 1098.

• State & local taxes (SALT, capped $10k)

  Property + income/sales tax combined.

• Charitable donations

  Cash and goods to qualified orgs.

• Medical expenses over 7.5% of AGI

  Only the amount above the threshold.

• Self-employment expenses

  Home office, supplies, mileage, phone %.

• Educator classroom expenses (up to $300)

  K-12 teachers, above-the-line.

• Child & dependent care credit

  Care so you can work or look for work.