Tax Deductions Checklist
Maximize your refund and minimize your tax bill
Smart Tax Planning
Don't leave money on the table. Use this comprehensive checklist to find every deduction you're entitled to and optimize your tax strategy for maximum savings.
Tax Savings Calculator
Interactive Checklist
Optimization Tips
Tax Savings Calculator
22%
Tax Bracket
$14,600
Standard Deduction
$3,400
Extra Deductions
$748
Tax Savings
Recommendation: Itemize your deductions
Tax Deductions Checklist
Year-End Tax Strategies
Bunch Deductions
Accelerate itemized deductions into one year to exceed standard deduction
$1,000-5,000•Deadline: December 31
Medium2-4 weeks
Requirements
- Itemized deductions near standard deduction
- Ability to time payments
- Cash flow availability
Maximize Retirement Contributions
Contribute to tax-deferred accounts to reduce current year taxes
$1,500-15,000+•Deadline: April 15 (IRA) / December 31 (401k)
Easy1-2 weeks
Requirements
- Earned income
- Available cash
- Retirement account access
Tax-Loss Harvesting
Sell losing investments to offset capital gains
$500-3,000+•Deadline: December 31
Medium1-3 weeks
Requirements
- Taxable investment accounts
- Unrealized losses
- Capital gains to offset
Charitable Giving Optimization
Use appreciated assets or donor-advised funds for maximum benefit
$1,000-10,000+•Deadline: December 31
Medium2-6 weeks
Requirements
- Charitable intent
- Appreciated assets or cash
- Qualified organizations
Frequently Asked Questions
Ready to Maximize Your Tax Savings?
Use this checklist to ensure you claim every deduction you're entitled to