Average Itemized Deductions

2020 Whole Ball Of Tax

(Data Based on Preliminary 2017 IRS Statistics)

The following are preliminary figures released by the IRS (their reports lag behind the current tax year because of the time needed to compile figures). These are averages only. The IRS cautions taxpayers that they should not base their claimed deductions on these figures.

The numbers are useful, however, for two purposes:

  1. To see if your actual deduction is out of line (so you can take extra care to document your claim); and
  2. To see if the deductions meet the expectations of policymakers.

Also, note that these averages take into account only those individuals who claimed an itemized deduction for that type of expense. Zero deductions are not factored in. Thus, the “average” taxpayer with adjusted gross income between $50,000 and $100,000 did not take an “average” medical expense deduction of $9,429, only the “average” taxpayer who itemized and claimed a medical expense deduction did.

Medical Expenses Taxes Interest Charitable Contributions
under $15,000 $9,163 $3,740 $6,209 $1,550
$15,000 to
$9,197 $3,454 $6,501 $2,490
$30,000 to
$8,452 $4,263 $6,302 $2,889
$50,000 to
$9,429 $6,559 $7,119 $3,454
$100,000 to
$11,442 $11,452 $8,751 $4,371
$200,000 to
$17,397 $18,280 $11,057 $5,638
$250,000 or more $32,062 $51,301 $16,241 $22,484

SOURCE: Wolters Kluwer, 2020
Permission for use granted.

About Wolters Kluwer Tax & Accounting

Wolters Kluwer Tax & Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy and efficiency.

Wolters Kluwer Tax & Accounting is part of Wolters Kluwer (WKL), a global leader in professional information, software solutions, and services for the healthcare; tax and accounting; governance, risk and compliance; and legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with advanced technology and services.

Wolters Kluwer reported 2019 annual revenues of €4.6 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 19,000 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands.

Wolters Kluwer shares are listed on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. Wolters Kluwer has a sponsored Level 1 American Depositary Receipt (ADR) program. The ADRs are traded on the over-the-counter market in the U.S. (WTKWY).

For more information about our solutions and organization, visit WoltersKluwer.com, or follow us on Twitter, Facebook, LinkedIn, and YouTube.

More Information

Wolters Kluwer can assist you with stories and provide interviews with subject-matter experts.

Contact us

Visit the Whole Ball of Tax site often as new releases and other updates will be posted throughout the tax season.