Thank you @ErnieS0 . TurboTax automatically carried over HSA withdrawals listed on Schedule A even paid from the HSA (before I properly filled out Schedule A listing all the expenses, the NJ form had HSA withdrawals in there as I affirmed they were for medical expenses), I assume this is because medical expenses can be deducted on a NJ return but not a federal return even when paid for from HSA.
It looks like my gross income is too high to get a medical deduction on my NJ MFS return given how the majority of the expenses were paid, so I would rather say all the medical expenses were paid by spouse as they *would* get a deduction. However, since their gross income is in a higher bracket than mine, I would want to claim all the joint bank interest (it doesn't push me into the next bracket). I wanted to affirm that me claiming joint bank interest as income yet spouse taking joint medical deductions is not a problem 🙂 Would you say that me putting my 450 expense on my credit card (not our joint one) is my expense? Or because that portion of the credit card bill was paid from our joint checking, it makes the bill up for grabs? Spouse does all the driving, owned the car before we even knew each other, so they would get medical miles.
I do wonder if I can force the form to have me take a 33% interest in the property tax credit and spouse take a 67% interest in the property tax deduction. It didn't seem possible to do anything other than 50-50 when going through the prompts. I certainly don't want to claim more than I'm allowed even when that would bring me down to neither a refund nor owing. It would surely have a greater benefit to spouse as they get to reduce their liability more with a greater deduction.
