Complete the Itemized Deductions Worksheet and verify the accuracy of the information provided. Submit it along with your federal and state tax returns to the IRS or your state tax authority. For online submission, visit the IRS or state's official submission portals. For mail submission, use the addresses specified in the tax instructions. If needed, you can also fax the form to the relevant tax authority's fax number. Keep a copy of the form and all supporting documents for your records.

The Itemized Deductions Worksheet should be completed and submitted with your federal and state tax returns by April 15, 2024. For any corrections or amendments, the deadline is October 15, 2025.

The Itemized Deductions Worksheet is designed to help taxpayers organize and report their deductible expenses accurately for tax purposes. By using this worksheet, you can ensure that you include all eligible expenses that may reduce your tax liability, such as medical and dental expenses, taxes paid, interest, charitable contributions, and more. This form serves as a comprehensive record that supports the figures you report on your federal and state tax returns, minimizing the risk of errors and omissions. Accurately filling out this worksheet can help you maximize your deductions and comply with tax regulations.

• 1. General Taxpayer Information: Includes fields for taxpayer's name, address, SSN, date of birth, state, ZIP, city, phone number, email, and filing status.
• 2. Medical and Dental Expenses: Fields to record various medical and dental expenses such as insurance premiums, prescription medicines, doctor visits, diagnostic tests, and more.
• 3. Taxes Paid: Fields to enter information on state/local income taxes, general sales tax, real estate taxes, and other taxes paid.
• 4. Interest: Includes fields to report home mortgage interest, mortgage points, mortgage insurance premiums, and other deductible interest expenses.
• 5. Charitable Contributions: Fields to record gifts by cash/check and gifts not by cash/check, along with any necessary statements from charitable organizations.
• 6. Unreimbursed Employee Expenses: Fields to enter unreimbursed expenses for both the taxpayer and spouse, if applicable.
• 7. Miscellaneous Expenses: Includes fields to report expenses such as tax preparation fees, gambling losses, investment expenses, custodial fees, and more.
• 8. Signatures: Fields for the taxpayer (and spouse, if applicable) to sign and date the form, confirming the accuracy of the information provided.

Failure to submit the Itemized Deductions Worksheet can result in missing out on valuable tax deductions, leading to a higher tax liability. It may also increase the risk of errors on your tax return.

• Missed Tax Deductions: Not submitting the worksheet means you may not claim all eligible deductions, potentially increasing your tax liability.
• Errors on Tax Return: Without the worksheet, there is a higher chance of inaccuracies and omissions in reporting your deductible expenses.

• 1. Medical and Dental Expenses: Record expenses such as insurance premiums, prescription medicines, and doctor visits.
• 2. Taxes Paid: Enter details about state/local income taxes, general sales tax, and real estate taxes paid.
• 3. Interest: Report home mortgage interest, mortgage points, and other deductible interest expenses.
• 4. Charitable Contributions: Include information on gifts by cash/check and gifts of property donated to charitable organizations.
• 5. Miscellaneous Expenses: Record various other deductible expenses such as tax preparation fees and investment expenses.