Itemized vs Standard Deduction Calculator

Compare itemized deductions against the standard deduction to maximize your 2025 tax savings. Calculate mortgage interest, SALT, charitable donations, and medical expenses.

Filing Information

Your AGI from Form 1040, line 11

State & Local Taxes (SALT)

State income tax withheld or paid during the year
City or local income tax paid
Real estate property tax on primary and secondary homes
State and local sales tax (alternative to income tax)

Mortgage Interest & Home

Interest on acquisition debt up to $750,000
Points paid on mortgage origination or refinancing
PMI premiums paid (subject to income limits)

Charitable Contributions

Cash donations to qualified charities (up to 60% of AGI)
Fair market value of donated property (up to 30% of AGI)

Medical & Other Expenses

Unreimbursed medical expenses (deductible over 7.5% of AGI)
Other qualifying itemized deductions

2025 Standard Deduction Amounts

  • Single: $15,000
  • Married Filing Jointly: $30,000
  • Married Filing Separately: $15,000
  • Head of Household: $22,500

Key Itemized Deduction Limits

  • SALT Cap: $10,000 maximum
  • Mortgage Interest: $750,000 debt limit
  • Medical Expenses: Over 7.5% of AGI
  • Charitable Giving: Up to 60% of AGI

When to Itemize

  • Total itemized deductions exceed standard deduction
  • High state and local taxes
  • Significant mortgage interest
  • Large charitable contributions

Frequently Asked Questions

Should I itemize or take the standard deduction?

You should itemize if your total itemized deductions exceed the standard deduction for your filing status. For 2025, this means itemized deductions over $15,000 (single), $30,000 (married filing jointly), or $22,500 (head of household).

What is the SALT deduction cap?

The state and local tax (SALT) deduction is capped at $10,000 for all filing statuses except married filing separately, which has a $5,000 cap. This includes state income tax, local income tax, and property tax combined.

Can I deduct mortgage interest on a second home?

Yes, you can deduct mortgage interest on a second home, but the combined acquisition debt on your primary and secondary homes cannot exceed $750,000 for mortgages taken after December 15, 2017.

What medical expenses are deductible?

You can deduct unreimbursed medical expenses that exceed 7.5% of your AGI. This includes doctor visits, prescriptions, medical equipment, and qualified long-term care expenses.

How much can I deduct for charitable donations?

Cash donations to qualified charities are deductible up to 60% of your AGI. Property donations are generally limited to 30% of AGI. Excess donations can be carried forward for up to five years.

Can I switch between itemizing and standard deduction?

Yes, you can choose to itemize or take the standard deduction each year based on which provides the greater benefit. You're not locked into one method from year to year.