Standard vs Itemized Deduction

Compare standard deduction vs itemized deductions for 2026. See which saves you more.

Your Deductions

Itemized Deductions

How It Works

1. What This Calculator Does

Compares your total itemized deductions against the 2026 standard deduction for your filing status. Shows which option reduces your taxable income more, and calculates the tax savings difference.

2. When to Use It

Use this in Q4 before year-end when deciding whether to bunch charitable donations, pay property taxes early, or make additional medical appointments. Also useful when buying a home (mortgage interest often pushes you over standard deduction).

3. Calculation Method

Standard deduction is fixed by filing status: $16,100 (single), $32,200 (married), $24,150 (head). Itemized = medical (over 7.5% AGI) + SALT (capped at $10k) + mortgage interest + charity + casualty + other. Winner = larger amount. Tax savings = difference × marginal tax rate.

4. Understanding Results

If itemized wins by $5,000 and you're in the 22% bracket, you save $1,100 in federal tax. But itemizing requires receipts, Form 1098, donation letters, and more audit risk. Standard deduction is simpler and often nearly as good since TCJA nearly doubled it.

5. Disclaimer

This comparison uses simplified assumptions. Actual itemized deductions may be limited by AMT, phase-outs, or specific rules (e.g., charity limits at 60% AGI, medical at 7.5% AGI floor). Consult a tax professional for complex situations.

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