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Medical & Dental Expenses

(Only the portion exceeding 7.5% of AGI is deductible)

• Doctor, dentist, and specialist visits

• Hospital services and surgeries

• Prescription medications

• Health insurance premiums (if paid out-of-pocket)

• Vision care (glasses, contacts, exams)

• Mental health services

• Medical mileage (appointments, pharmacy trips)

• Medical equipment (CPAP, crutches, etc.)

Taxes You Paid

• State and local income taxes OR sales tax

• Real estate/property taxes

• Personal property taxes (vehicle tax/registration based on value)

Interest You Paid

• Mortgage interest (Form 1098)

• Home equity loan interest

• Investment interest expense

Charitable Contributions

• Cash donations (bank records or receipts)

• Non-cash donations (clothing, furniture, etc.)

• Donation receipts from qualified charities

• Mileage driven for charitable work

• Carryover donations from prior years

Casualty & Theft Losses

(Only for federally declared disaster areas)

• Property damage or loss documentation

• Insurance reimbursement statements

Job Expenses & Miscellaneous (Limited Use)

(Most unreimbursed employee expenses are no longer deductible under current law)

• Only applies to:

  • Armed Forces reservists

  • Qualified performing artists

  • Fee-basis government officials

Other Itemized Deductions

• Gambling losses (up to winnings reported)

• Impairment-related work expenses (for disabled individuals)

Documents to Upload

• Form 1098 (Mortgage Interest Statement)

• Property tax bills

• Charitable donation receipts

• Medical expense summaries or receipts

• Insurance statements (for casualty losses)

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Quick Qualification Tip

Itemizing is beneficial only if total deductions exceed the standard deduction.