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Level 2
January 23, 2022
Question

Cannot change to itemized deductions

  • January 23, 2022
  • 9 replies
  • 77 views

I have the deluxe (download/windows) edition.  Entered all my deductions, etc, and TurboTax said "we've chosen itemized deductions for you" (itemized total was $1000+ more than standard deduction), but on the summary and actual form, it shows the standard deduction.  I've tried to go back and specifically say I want the itemized, but that doesn't work.  And the form itself won't allow me to override the deduction amount box.  What to do? 

    9 replies

    Level 15
    January 23, 2022

    Are you filing married filing separately?   If you are filing MFS you are forced to file the same way your spouse files----if spouse used itemizing you have to itemize.   If spouse is using standard deduction you have to use standard deduction too.

    **Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
    Level 2
    January 23, 2022

    no--single head of household

    Level 11
    January 23, 2022

    For 2021, the standard deduction for a filing status of Head of Household is $18,800.  You indicated that your itemized expenses are more than $1,000 over that standard deduction amount, and therefore, assuming your itemized deductions are deductions you can properly claim, you should be getting the itemized deduction amount rather than the standard deduction.  Have you checked to see that all of your Schedule A items have been entered in the correct amounts?  

     

    Because you have the TurboTax Deluxe download version, you can click on Forms (upper right side of your page) and review your Schedule A form (left side of the screen lists all of your current forms) and compare the total number on the Schedule A with the standard deduction for Head of Household.  Lastly, complete your return, and include any follow-up information if the deduction amount is not correct.  If you post any follow-up information, do not include in your post any personal identifiable information.  

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    Carl
    Level 11
    Level 11
    January 23, 2022

    Be aware that there are limits on some itemized deductions. For example, the maximum for SALT (State & Local Taxes) is $10,000.  There's also a limit that can affect the amount of mortgage interest you can deduct.

     

    Level 2
    February 5, 2022

    I have the same problem. Schedule A shows larger amount than Standard Deduction but TurboTax is selecting Standard Deduction

    Level 2
    February 5, 2022

    I never found a way to correct it. When I looked at the end result number my refund was only around $10-20 more with the itemized, so I honestly just decided it wasn’t worth my time to figure it out!  Hope you can make it work!