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Level 2

Question

I'm using Turbo Tax Online. Has anyone encountered issue with program not utilizing estimated state tax payments as itemized deduction?

Forum|Forum|4 months ago
March 9, 2026
4 replies
41 views

No text available

TurboTax Online

DianeW777

Level 15

It depends. If you are referring to your state estimated tax payments TurboTax will include them with your other itemized deductions if they have been entered.

If you made estimated tax payments on your income during the 2025 tax year, then you can enter your payments using the information below.

Where do I enter my estimated tax payments?

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DaveACAuthor

Level 2

Thanks for reply but my issue is that estimated payments entered are not being picked up in the tax calc and consequently the standard deduction was used. Itemized deductions including the state estimated payments exceed the standard deduction. Not sure why system is not including the state payments i entered.

PatriciaV

Level 15

Itemized deductions include the greater of state and local general sales tax or your state and local income taxes, not both, as stated on Schedule A Line 5(a). You can choose to include income taxes instead of sales tax under Deductions & Credits >> Sales Taxes >> Let's find your biggest deduction.

Review this calculation on the Tax & Interest Deduction Worksheet that is part of your complete return (not an IRS form).

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CatieC21113

Level 2

I am having the same problem with the Online version, but the desktop application correctly carries over my W-2 state taxes withheld as an itemized deduction.

PatriciaV

Level 15

It's possible this is browser-related. Please log out of TurboTax Online, refresh your browser, and clear your cookies and cache. Then restart your browser and log into TurboTax again.

Now review your entries under Deductions & Credits, especially Sales Tax, and continue the interview to confirm the software is including the state tax from your W-2 when calculating itemized deductions.

For more help, please see:

@CatieC21113

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dls429

Level 2

The tax return has the folllowing parts:

1. How much income did you get ?

2. How much income can be subtracted (e.g., exemptions and/or deductions) ?

3. How much is the tax ?

4. What withholding, estimated payments, or credits reduce the tax?

5. Do you owe still more or did you overpay?

In part 2, TT defaults to using the larger of either (a) your "itemized" deductions or (b) a "standard" deduction to reduce your taxable income.

You cannot use both.

There is a prompt to override this choice, but I cannot think of a situation where this makes sense.

In part 4, TT does use the estimated tax prepaments in the calculation of the amount of taxes still owed or to be refunded, but that is separete from the itemized deduction calculations.

Hopt this helps.

DLS

spitzdk

Level 2

No text available

DianeW777

Level 15

This has not been a wide issue and it may simply be a question answered incorrectly. If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions: (Don't forget to give us the state)

TurboTax Online:

Open your return -Go to the menu panel on the left side of your return and select Tax Tools.

Then select Tools below Tax Tools.
A window will pop up which says Tools Center.
On this screen, select Share my file with Agent.
You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number.
Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information.

TurboTax Desktop:

If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps:

Click on Online in the top left menu of TurboTax Desktop for Windows
Select 'Send Tax File to Agent'* > Follow the prompts to reach the token number.
- Enter your email used for TurboTax > Enter your code > Send
Write down or send an image of your token number and state then place in this issue.
We can then review your exact scenario for a solution.
Please also tell us any states included in the return. This is necessary for us to view the return.
- *If using a MAC, go to the menu at the top of the screen, select Help, then, 'Send Tax File to Agent')