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Standard vs Itemized Deduction Worksheet (Printable)

Total your itemized deductions, compare against your standard deduction, and see which wins. Fill the numbers, then print or save as PDF. Pairs with the Itemize vs Standard decision.

Your numbers

State + local taxes (SALT, capped)
Mortgage interest
Charitable contributions
Total medical expenses
Your AGI (for 7.5% medical floor)
Other itemized (casualty, etc.)
Your standard deduction

Result

Medical deductible (above 7.5% of AGI)$0
Total itemized deductions$20,500
Standard deduction$15,000
Better choiceItemize (by $5,500)

Medical is only deductible above 7.5% of AGI. SALT is capped — verify the current cap. See the open city local-tax dataset (JSON) for city-tax deductibility notes.

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