How do I add an itemized deduction on my state return that wasn't allowed on my federal return?

Generally, itemized deductions are entered on the federal screens and flow to your state return if they are allowed to be deducted. Can you specify which deduction and state you are referring to so we can assist you further?

I want to add state and local tax withholding. 

State and local tax withholding would be entered when you input your W-2 or other income form (such as a 1099-R) in which you had state or local taxes withheld. You do not enter this a second time. 

 

If you made estimated tax payments in 2024, then those must be entered as well. Please follow the instructions below to enter them:

1. Open or continue your return.
2. Navigate to the estimated tax payments section:
   • TurboTax Online/Mobile: Go to estimated tax payments.
   • TurboTax Desktop: Go to the Federal section, then Deductions & Credits. Select Estimates and Other Taxes Paid.
3. Select Start or Revisit next to the type of estimated tax payment you'd like to enter under Estimated Tax Payments.
4. Enter the amount of estimated tax you paid at each of the quarterly due dates.
   • If you paid 2023 estimated taxes in 2024, you'll enter just one amount for each state or locality.

The total of your state and local tax withholding should flow properly to your state return.

 

@Chram7 

I entered them and the state return summary shows a standard deduction.  I believe the total of allowable deductions exceeds the standard deduction. I'm in New York.

Since I cannot see your return, I would like to take a deeper look at this to provide you with an answer. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:

 

TurboTax Online:

1. Sign into your online account.
2. Locate the Tax Tools on the left-hand side of the screen.
3. A drop-down will appear. Select Tools
4. On the pop-up screen, click on “Share my file with agent.”
5. This will generate a message that a diagnostic file gets sanitized and transmitted to us.
6. Please provide the Token Number that was generated in the response.

TurboTax Desktop/Download Versions:

1. Open your return.
2. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
3. This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us.
4. Please provide the Token Number (including the dash) that was generated in the response.

*(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)

 

@Chram7 

 

How and where do I provide the token number ? 

You can provide the token number to me in this thread.

Token # 1304422

Thank you for providing your token. 

 

The $14,040 in state and local taxes is not deductible as a state itemized deduction. Therefore, once that is subtracted out on the IT-196 (Line 41), your total state itemized deductions are less than the NYS standard deduction. Once deducted, your state itemized deductions equal to $3,854. 

 

Per NYS law, The total amount of deductions from federal adjusted gross income shall be reduced by the amount of such federal deductions for... income taxes imposed by this state or any other taxing jurisdiction.

 

@Chram7