MelindaS1
Expert Alumni

Get your taxes done using TurboTax

From the IRS instructions for Schedule A, remember to include these overlooked state/local tax payments, along with your quarterly estimates: 

  • State and local income taxes paid in 2025 for a prior year,
    such as taxes paid with your 2024 state or local income tax
    return. Don't include penalties or interest.
  • State and local estimated tax payments made during 2025,
    including any part of a prior year refund that you chose to have
    credited to your 2025 state or local income taxes.

If you figure those amounts in - does it equal the $12,873 total flowing to Line 5a? 
 

To keep digging into the calculated total, you can check your inputs for state and local tax payments in the Desktop version of TurboTax using these steps:

  1. Select Forms
  2. Under Forms in My Return select Schedule A
  3. On Line 5a, right click with your mouse into the box, and select Data Source from the drop-down
  4. From the Data Source window, select Tax and Interest Deduction Worksheet
  5. On this Worksheet, right click on Line h to find each page that flows into the total of Line 5a
    • These Data Source links are clickable, to quickly re-visit any entries that calculate the total
    • If any values on the data sources Tax Payments Worksheet, Forms W-2 & W-2G Summary, or State Tax Refund Worksheet have errors that you cannot edit, tag me with my username @MelindaS1 for further investigation
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