The instructions to Form IT-196, Line 40 read as follows:
Line 40
Complete the Line 40, Total itemized deductions worksheet below to calculate the amount to enter on line 40 if the amount on Form IT-201, line 19 or IT-203, line 19 (Federal amount column), is over:
- $396,250 if married filing jointly or qualifying surviving spouse;
- $363,250 if head of household;
- $330,200 if single; or
- $198,100 if married filing separately.
But TurboTax is completing line 40, and making various downward adjustments to allowable itemized deduction, on the basis of exceeding the married filing separately amount, not the (applicable) married filing jointly amount.
Furthermore, turbotax seems not to know that new York state allows a deduction for income tax preparation services, or perhaps does not realize that it is not a free product and omits this deduction.
it does not appear to allow manual correction to these errors on amendment. any suggestions?