Tax Deductions

What can be itemized under other taxes?

Understanding Other Taxes in Itemization

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Tax Expert Team

Tax Expert

4 min read
Published on 4 months ago
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There is no category called “Other Taxes” on Schedule A (Form 1040). Taxes that may be itemized are limited to the state and local tax (SALT) deduction reported on Lines 5a through 5c. Other tax-related items, such as foreign taxes or estate-related deductions, are treated separately under different provisions of the Internal Revenue Code.

Deductible Taxes (Schedule A – Lines 5a–5c)

  • State and Local Income Taxes or Sales Taxes: You may deduct either state and local income taxes or general sales taxes (but not both).
  • State and Local Real Estate Taxes: Deductible if imposed based on assessed value and paid to a state or local government.
  • State and Local Personal Property Taxes: Deductible only if based on value and imposed on a recurring basis.

The Expanded SALT Deduction (Lines 5a–5e)

  • Increased Cap: The SALT deduction limit is $40,000 for married filing jointly ($20,000 if married filing separately) for 2025, subject to phase-down at higher income levels.
    Phase-Down: The limitation begins to phase down for taxpayers with income above $500,000.

Included Taxes:

  • State and local income taxes OR general sales taxes (not both).
  • State and local real estate taxes.
  • State and local personal property taxes.

Other Related Deductions (Not “Other Taxes”)

  • Foreign Income Taxes: Generally claimed as a credit (Form 1116), or optionally as an itemized deduction separate from SALT.
  • Federal Estate Tax on Income in Respect of a Decedent: Deducted on Schedule A, Line 16 (Other Itemized Deductions).

Taxes That Cannot Be Itemized

  • Federal income taxes, Social Security, and Medicare taxes.
  • Transfer taxes and stamp taxes.
  • Fees for local services such as water, sewer, trash collection, or HOA dues.

Source:

Publication 17 (2025)
Publication 501
Schedule A (Form 1040)

Disclaimer: Always verify with the current Federal or State Department of Revenue Forms and Instructions, as tax rules may vary by state and year.

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Key Takeaways

  • Understanding tax deductions can significantly reduce your tax liability
  • Keep detailed records of all tax-related expenses and documents
  • Consult with a tax professional for complex situations

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