Types of Deductions

Home Ownership

• Forms 1098 or other mortgage interest statements
• Real estate and personal property tax records
• Receipts for energy-saving home improvements (e.g., solar panels, solar water heater)
• All other 1098 series forms

Charitable Donations

• Cash amounts donated to houses of worship, schools, other charitable organizations
• Records of non-cash charitable donations
• Amounts of miles driven for charitable or medical purposes

Medical Expenses

• • Amounts paid for healthcare, insurance, and to doctors, dentists, and hospitals

Health Insurance

• Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)

Childcare Expenses

• Fees paid to a licensed day care center or family day care for care of an infant or preschooler
• Amounts paid to a baby-sitter or provider care of your child under age 13 while you work
• Expenses paid through a dependent care flexible spending account at work

Educational Expenses

• Forms 1098-T from educational institutions
• Receipts that itemize qualified educational expenses
• Records of any scholarships or fellowships you received
• Form 1098-E if you paid student loan interest

K-12 Educator Expenses

• Receipts for classroom expenses (for educators in grades K-12)

State & Local Taxes

• Amount of state and local income or sales tax paid (other than wage withholding)
• Invoice showing amount of vehicle sales tax paid and / or personal property tax on vehicles

Retirement & Other Savings

• Form 5498-SA showing HSA contributions
• Form 5498 showing IRA contributions
• All other 5498 series forms (5498-QA, 5498-ESA)