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EVUser
Returning Member

Why is Turbo Tax plugging in Other State mandatory taxes on Schedule A Line 5, called State and Local Tax Deduction Worksheet not a w/held amt on my W-2?

 
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2 Replies
AmyC
Expert Alumni

Why is Turbo Tax plugging in Other State mandatory taxes on Schedule A Line 5, called State and Local Tax Deduction Worksheet not a w/held amt on my W-2?

 

  • The program asks  if you want to see what sales tax would be for your income and local tax rate.
  • If you paid state and city taxes, the program adds those together.

The program then uses the higher of the 2 on your schedule A in the line for state and local taxes.

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EVUser
Returning Member

Why is Turbo Tax plugging in Other State mandatory taxes on Schedule A Line 5, called State and Local Tax Deduction Worksheet not a w/held amt on my W-2?

Actually, TurboTax is adding my State Income Tax withheld (from W-2), of 5962 and then adding this  "Other: State mandatory tax of 1166 to get 7128 on the State and Local Tax Deduction Worksheet.  I have no idea how the system is deciding to use this figure 1166.  I haven't supplied any state sales tax figures as I have no idea what they would be. It uses the total of 7128 in Schedule A, line 5a.  I am not checking the checkbox to use general sales tax instead of income taxes.  To me, it should use 5962 (state income tax withoheld frm my W-2).

Any ideas?
Thanks for responding!

I can't get thru to TurboTax as my phone no's are not stating I have support.  I used the download feature after buying TT at Costco.com.  I don't understand why I am not able to use their phone support.  

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