Deductions & credits

Generally, TurboTax will automatically use the deduction (whether standard or itemized) that is most beneficial in your tax situation. The reason for TurboTax choosing standard deduction for you could be if you are taking the charitable contribution deduction ($300 or $600 depending on your filing status) on top of your standard deduction. If so, the standard deduction may be more beneficial to you.

When you preview your return, is there an amount on your 1040, Line 12b?

Please follow these steps to preview your 1040:

1. Open your return.
2. Click on Tax Tools on the left-hand side.
3. Click on Tools.
4. Click on View Tax Summary.
5. Click on Preview my 1040 on the left-hand side.
6. Scroll down to your 1040, Line 12b.

Line 12b is your contribution deduction amount on top of your standard deduction. Considering that amount, is your standard deduction greater than your itemized deductions?

If not, you can force the itemized deductions to be used. To change your election and force the itemized deductions, please follow the steps below: 

1. Open your return.
2. Click on Tax Tools on the left hand side.
3. Click on Tools.
4. Click Topic Search. 
5. Search "itemized deductions, choosing"
6. Click on Change my deduction.
7. Choose Itemized Deductions under Which deduction do you want to take this year?