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

$1,000-5,000Deadline: 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