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State tax filing
@pinkytree @lavenderjc @carawang TurboTax will automatically use itemized deductions on your New York tax return, even though you used the standard deduction on your federal return, but note the following.
1. If you are using the CD/Download TurboTax software, make sure your software is up-to-date. See the FAQ at the following link to update your software. (This does not apply if you are using TurboTax Online or the TurboTax Mobile App.)
<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/1901183-how-do-i-update-turbotax-cd-download">https://ttlc.intuit....>
2. You must enter your itemized deductions in the FEDERAL Deductions & Credits section of the TurboTax interview, even though your federal tax return is using the standard deduction. There is no place to enter itemized deductions in the New York state interview.
3. Your New York itemized deductions must be more than your New York standard deduction. Some federal itemized deductions are not allowed on the New York return. See the following link for the New York standard deduction for your filing status.
<a rel="nofollow" target="_blank" href="https://www.tax.ny.gov/pit/file/standard_deductions.htm">https://www.tax.ny.gov/pit/file/standard_de...>
4. TurboTax does not highlight the fact that it is using itemized deductions for New York. The only place you will see it, other than on the actual tax form, is on the screen at the end of the New York Interview that says "Let's Review Your New York Numbers." Under the Income heading on that screen it shows you whether it is using the standard deduction or itemized deductions.
1. If you are using the CD/Download TurboTax software, make sure your software is up-to-date. See the FAQ at the following link to update your software. (This does not apply if you are using TurboTax Online or the TurboTax Mobile App.)
<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/1901183-how-do-i-update-turbotax-cd-download">https://ttlc.intuit....>
2. You must enter your itemized deductions in the FEDERAL Deductions & Credits section of the TurboTax interview, even though your federal tax return is using the standard deduction. There is no place to enter itemized deductions in the New York state interview.
3. Your New York itemized deductions must be more than your New York standard deduction. Some federal itemized deductions are not allowed on the New York return. See the following link for the New York standard deduction for your filing status.
<a rel="nofollow" target="_blank" href="https://www.tax.ny.gov/pit/file/standard_deductions.htm">https://www.tax.ny.gov/pit/file/standard_de...>
4. TurboTax does not highlight the fact that it is using itemized deductions for New York. The only place you will see it, other than on the actual tax form, is on the screen at the end of the New York Interview that says "Let's Review Your New York Numbers." Under the Income heading on that screen it shows you whether it is using the standard deduction or itemized deductions.
‎June 7, 2019
4:53 PM