Tax forms

Schedule A

Schedule A, Itemized Deductions, is the form a taxpayer files with Form 1040 to claim deductions for mortgage interest, state and local taxes, charitable contributions, medical expenses and other eligible items.

Reviewed November 3, 2026

Why it matters

A client itemizes only when the total deductions exceed the standard deduction. The receipts and statements behind Schedule A are part of the tax organizer.

Example

A homeowner has mortgage interest, property tax and charitable gifts that total more than the standard deduction. The preparer reports them on Schedule A.

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Sources

Checked November 3, 2026. Public pages and tax rules change; confirm them before relying on them.

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