Did you max out an HSA if you have one? Did you max out your 401(k)? Did you take advantage of a QCD?
"Checklist of common itemized deductions" (suggested by Matt on 2021-04-15), including upvotes (1) and comments (0), was merged into this suggestion. Original language from this merged suggestion: "I feel like I am always googling this and sending random links to clients. Just a simple checklist of some of the most common deductions so clients are making sure they are optimizing their itemization if they exceed the standard deduction."
"Comparing pre/port TCJA tax rates" (suggested by Bradley on 2022-05-25), including upvotes (1) and comments (0), was merged into this suggestion. Original language from this merged suggestion: "Side by side comparison of tax rates before and after TCJA, showing also what they will sunset to in 01/2026."
"When to itemize versus claim the standard deduction" (suggested by Holly on 2020-07-10), including upvotes (2) and comments (1), was merged into this suggestion. Original language from this merged suggestion: "Flowchart to help clients understand when they should itemize and when they should claim the standard deduction."
"Calculating an IRD Deduction" (suggested by Walter Pardo on 2020-06-04), including upvotes (2) and comments (0), was merged into this suggestion. Original language from this merged suggestion: "IRD (Income in Respect of a Decedent) deduction is a way of offsetting the impact of double taxation (federal estate tax and income tax) on certain inherited assets. It’s an income tax deduction for the beneficiary (miscellaneous itemized deduction, not subject to limitations)."
0 / 1,000
* Your name will be publicly visible
* Your email will be visible only to moderators
This feedback board is powered by Feature Upvote.
When submitting your email with a suggestion or comment, Feature Upvote uses your email to
Your email is never displayed to other users. Suggest a Flowchart or Checklist staff will be able to see your email address.
We’ll email you when the status of the suggestion changes. You can unsubscribe at any time with a single click.
* Comments and upvotes from this suggestion will be moved to another suggestion.
Edit the selected suggestion and create a new one.
Comments and upvotes will also be moved.