Free Checklist: The 5 Tax Deductions Seniors Must Claim Before 2028

I've been doing taxes for 31 years. The One Big Beautiful Bill just gave seniors over 65 the biggest tax breaks I've seen in a decade — but they all expire soon. This free printable checklist walks you through every deduction you qualify for, with exact dollar amounts, income limits, and expiration dates. Bring it to your accountant or use it while you file. It could save you thousands.

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    Claim $4,000+ You're Owed

    The new Senior Bonus Deduction gives anyone 65+ up to $4,000 off their taxes ($8,000 for couples). Most seniors have never heard of it. Their own accountants miss it. Don't be one of them.

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    Every Senior Deduction in One Place

    15 deductions covered in total — from the Senior Bonus to the SALT cap increase, auto loan interest, medical expenses, Qualified Charitable Distributions, and more. Every eligibility rule, every income phaseout, every deadline. All in one printable document.

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    Beat the 2028 Deadline

    Five of the biggest deductions disappear after December 31, 2028. That's only 3 tax returns left. This checklist shows you exactly what to claim now — so you don't find out in 2029 that you left thousands of dollars on the table.

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