Deductions & credits

@federicotorre 

I tried looking at this last night, and New York’s instructions are not clear.  New York states that if you use this federal standard deduction, you can choose to itemize on your state return if that is better for you. This is a change that was created after the federal tax law was changed in 2018. However, I could not find a reciprocal statement that you may file with the New York standard deduction if you itemize on your federal return.  I did find a statement that the New York tax law was changed in 2020 to give the tax department the authority to correct your tax return and pay you a larger refund if you used itemized deductions but the tax department finds in their processing that the standard deduction would have given you a larger refund.  So it seems like you should be able to choose the standard deduction in New York, but I’m not sure where this would be in the New York module in TurboTax.   It would probably be at the very beginning of the New York module when you are asked to confirm your address, your school district, and other personal facts.

 

if you are using the desktop version of TurboTax installed on your own computer, there may be a way to go into the forms mode and force the program to take the New York standard deduction, by checking the correct box on form IT-203 or one of the worksheets.