Here are some things to check and how to fix:
Check:
Some items have limitations that could be reducing your itemized deductions: medical expenses (exceeding 7.5% of AGI), state and local taxe...
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Here are some things to check and how to fix:
Check:
Some items have limitations that could be reducing your itemized deductions: medical expenses (exceeding 7.5% of AGI), state and local taxes ($40k max), and mortgage interest (balance over $750k)
Filing status - MFS both partners must both itemize or both take standard
Senior deduction of $6k is added to itemized or standard deduction. If the standard deduction plus senior deduction eliminate your income, itemizing is not needed.
Fix: There is an "Info Worksheet" setting that occasionally gets toggled by mistake (or carries over from a previous year) which forces the standard deduction regardless of the math.
TurboTax Desktop:
Switch to Forms Mode (top right corner).
In the list of forms on the left, find the Information Worksheet (often labeled "Info Wks").
Scroll down to Part VI - Additional Information.
Look for a checkbox that says: "Check this box to take the standard deduction even if less than itemized deductions."
If it’s checked, uncheck it.
TurboTax Online:
Go to Tax Tools > Tools > Topic Search.
Type "itemized deductions, choosing" and select it.
This should take you to a summary screen where you can click "Change my deduction" to manually select itemized.