Itemized Deductions Guide

Comprehensive guides on itemized deductions including medical expenses, mortgage interest, state and local taxes (SALT), casualty losses, and standard vs itemized comparison.

Itemized Deductions Resources

Determine whether to itemize or take the standard deduction, and maximize your itemized deductions with these comprehensive guides.

Should You Itemize?

Standard vs Itemized Deduction Comparison

2025

Standard deduction amounts for 2025, when itemizing makes sense, and strategies to bunch deductions.

Homeowner Deductions

Homeowner Tax Deductions

2025

Mortgage interest, property taxes, points, PMI, and home equity loan interest. Special rules and limitations.

Interest Deduction Guide

2025

Mortgage interest, home equity debt, investment interest expense, and personal interest (nondeductible).

Medical & Health

Medical Expense Deduction Guide

2025

7.5% AGI threshold, qualified medical expenses, long-term care premiums, and medical mileage (21¢ per mile for 2025).

State & Local Taxes

State & Local Tax (SALT) Deduction

2025

$10,000 SALT cap, state income tax vs sales tax election, property taxes, and planning strategies under the limitation.

Casualty & Theft Losses

Casualty & Theft Loss Deduction

2025

Federally declared disaster losses, $100/$10% limitations, and claiming casualty and theft losses on Schedule A.


Tax Planning

Strategic timing of itemized deductions can reduce your tax bill. Contact us for personalized strategies.

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