turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

How can I override the NY State Itemized deduction calculated by Turbo and still submit the taxes via efile?

I understand that Turbo calculates the best way to file.  My federal filing calculated that the Standard Deduction was best for me, but my NY State was defaulted to Itemized, which only gives a couple of dollars of tax benefit above the NYS standardized deduction. Therefore, I don’t want to use Turbo suggestion for the NYS, but instead I would like to submit the standard deduction instead of the itemized deduction since the benefits are not significant. I overrode the itemized deduction on the form, but now it does not allow me to e-file and worse, this message only appeared at the very end of the filing process, after the review indicated that everything was completed and correct and we had already submitted the federal taxes. Therefore, can you pls let me know how can I chose to submit the standard deduction on our NYS taxes?

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

3 Replies
ErnieS0
Expert Alumni

How can I override the NY State Itemized deduction calculated by Turbo and still submit the taxes via efile?

Overrides will prevent you from e-filing and will void the TurboTax 100% Accurate Calculation Guarantee.

 

TurboTax will not allow you to override New York itemized deductions if they are better than the NY standard deduction.

 

However, since the NY itemized deduction amount is less than federal and you are claiming the federal standard deduction, you can remove deductions to bring you under the itemized deduction floor.

 

If your only itemized deductions are state income tax withheld, you will have to change your itemized deductions to sales tax.

  • In Forms go to Tax & Int Wks (Tax and Interest Deduction Worksheet)
  • Go to line j. Select the middle box (Sales Taxes) to force the sales tax deduction. It looks confusing.
  • This should be enough to give you the NY standard deduction

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

How can I override the NY State Itemized deduction calculated by Turbo and still submit the taxes via efile?

thank you so much for your response. I just made the change.  It seems to work. Thanks again!

FDRK
New Member

How can I override the NY State Itemized deduction calculated by Turbo and still submit the taxes via efile?

I have a variation on this question. I've entered all of my deductions and the federal standard deduction is best for me, but the NYS itemized deduction is much better than the NYS standard deduction. (NYS allows the taxpayer to take the itemized state deductions even when taking the federal standard deduction.) However, the program has defaulted to the NYS standard deduction and I can't seem to change it. Can you please advise? Thank you.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question