Forms and Publications for Itemized Deductions

Use these links to get forms and pubs needed for itemized deductions.

Each year you have a choice between taking the standard deduction and claiming itemized deductions. Itemizing is a little more work, but worth it if these deductions add up to more than your standard deduction. There are two lists below:

  • Forms for Itemized Deductions
  • IRS Publications for Itemized Deductions

Links point to the latest version posted on the IRS web site. If the current year's version does not appear, the IRS has not yet posted it.

Forms for Itemized Deductions

Schedule A Itemized Deductions
Form  Instructions
If you're going to itemize, you must file regular Form 1040 (not 1040EZ or 1040A) and attach Schedule A.
Form 2106 Employee Business Expense
Form  Instructions
Use this form to claim a miscellaneous itemized deduction (subject to a 2% AGI floor) for these expenses. See Pub 529 below.
Form 2106-EZ Employee Business Expense
Form & Instructions
You can use this easier version if you don't receive reimbursements from your employer and you use the standard mileage rate for any vehicle expense.
Form 4684 Casualty and Theft
Form  Instructions
Used to report gains and losses from casualties and thefts. For more information see Pubs 547 and 584 below.
Form 4952 Investment Interest Expense
Form & Instructions
Use this form to determine the investment interest limitation and, if applicable, elect to treat some or all of your long-term capital gain as ordinary income.
Form 8283 Noncash Charitable Contributions
Form  Instructions
This form is required if your charitable contribution other than cash are more than $500. See Pubs 526 and 561 below.

IRS Publications for Itemized Deductions

The following IRS information publications provide additional guidance in preparing the forms on this page.

Pub 502 Medical and Dental Expenses
Download
Pub 514 Foreign Tax Credit for Individuals
Download
If you pay foreign tax, you can choose to claim that amount as either an itemized deduction or a credit.
Pub 526 Charitable Contributions
Download
See also Publication 561 below.
Pub 529 Miscellaneous Deductions
Download
Miscellaneous deductions include unreimbursed employee expenses, return preparation fees and a variety of others listed in this publication.
Pub 530 Tax Information for First-Time Homeowners
Download
Learn what you can and cannot deduct.
Pub 547 Casualties, Disasters and Thefts
Download
Is it just me, or does that sound like a description of the income tax itself?
Pub 561 Determining the Value of Donated Property
Download
See also Publication 526 above.
Pub 584 Casualty, Disaster and Theft Loss Workbook
Download
This collection of worksheets will help you identify everything you lost if your house burns down or you have a similar catastrophe. 
Pub 936 Home Mortgage Interest Deduction
Download

Our books


Free Online Guides

Equity Compensation

Compensation in Stock and Options

Taxation of Investments

Capital Gains

Mutual Funds

Traders