This handout identifies expenses for homeowners which are deductible as itemized deductions. It also includes a chart for home mortgage debt limits.

Individual Income Tax, Planning & Life IssuesClare FazackerleySeptember 24, 2018Tax, Deductions, Itemized Deductions, Home Mortgage, Homeowners, Home Improvements, Buying a Home, Home Equity Loan, Mortgage Interest

Itemized Deductions - Interest Paid

This handout identifies deductible interest expense that is claimed on Schedule A (Form 1040) as an itemized deduction.

Individual Income TaxClare FazackerleySeptember 23, 2018Tax, Deductions, Itemized Deductions, Interest, Deductible Interest, Schedule A, Mortgage Interest, Deby, Home Equity, Reverse Mortgages, Investment Interest, Homeowners, Investment

Itemized Deductions - Medical Expenses

This handout discusses which medical expenses are deductible and who can deduct those expenses. It also highlights the deductible expenses for long-term care and nursing home costs.

Individual Income TaxClare FazackerleySeptember 22, 2018Tax, Deductions, Itemized Deductions, Medical Expenses, Medical Costs, Medical Debt, Out-of-pocket Expenses, Prescription Medication, Long-Term Care, Nursing Home, Elder Care

Standard vs. Itemized Deduction

This handout compares the use of the standard deduction vs. using itemized deductions.

Individual Income TaxClare FazackerleySeptember 17, 2018Tax, Standard Deduction, Itemized Deductions, Medical Expenses, Deduction Limitations, State and Local Taxes

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