BillM223
Expert Alumni

Deductions & credits

I went through the New York interview and did not see such a question either. So I entered $35,000 in property taxes on the federal return. Because of the SALT limit, this was not enough to force Schedule A on the federal to be Itemized, but was plenty enough on NY State to be itemized.

 

Sure enough, the federal return remained with the Standard Deduction while NYS was itemized - and I did not even do anything in NYS.

 

So now I have to wonder if you are aware that New York State went back to the tax law that existed prior to the Jobs Cut and Tax Cut Act of 2017, where there was no SALT limit and other changes. Take at look at "2023 New York itemized deductions", and see if you entered enough stuff in Schedule A on the federal than when it carried down to NYS that it would have automatically triggered itemization, like it did on my test.

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