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New Member
posted Jun 6, 2019 1:42:18 AM

Change new york state deductions from default standard deductions to itemized

My federal tax was itemized. I'm filing for IT-203 Nonresident for New York State, but I would like to compare the deductions using itemized versus standard. Where and how can I change the deductions? Right now it is default at standard deductions. Thanks.

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5 Replies
Level 10
Jun 6, 2019 1:42:20 AM

The program will automatically choose the one that results in the largest tax savings. I was not able to find a way to choose to take the standard deduction other than overriding and that did not recalculate appropriately.  I do not work for TT... just trying to help.

NYS 2018 Standard deductions:
(1)Single (and can be claimed as a dependent on another taxpayer's federal return)$3,100
(1)Single (and cannot be claimed as a dependent on another taxpayer's federal return)$8,000
(2)Married filing joint return$16,050
(3)Married filing separate return$8,000
(4)Head of household (with qualifying person)$11,200
(5)Qualifying widow(er)$16,050

If you want to see the itemized deduction amount.  Go to top of screen in windows, select FORMS from the pull down and on the left screen scroll down to NY and IT-203 page 1-2 line 33  or IT-201 line 34 is your itemized deduction.  The details are on IT-196

New Member
Jun 6, 2019 1:42:22 AM

Thank you maglib! I have calculated itemized deduction on my own and the number is much high. So wondering why TT doesn't even allow me to pick itemized for state tax return. I had the itemized deduction for NYS last year.

Level 10
Jun 6, 2019 1:42:23 AM

did you adjust for elimination of SALT from the federal itemized deductions?   Did you look at IT-196?

New Member
Mar 5, 2022 10:07:07 AM

What is SALT. I cannot choose standard deduction on NYS IT-201 even though I have no IRS schedule A and take the IRS standard deduction on that form. I also removed the NYS IT-196 and still cannot choose Standard Deduction on IT-201

Expert Alumni
Mar 7, 2022 1:33:50 PM

S.A.L.T. stands for State and Local Tax. 

On the Federal return, State and Local Tax paid is added to other deductions listed on Schedule A (if you itemize) HOWEVER on the federal return, this amount for this category deduction is limited to $10,000.  

So if you paid 4,000 state income tax (on wages) 12,000 property taxes, you may only claim 10,000 total for taxes paid on Schedule A. 

 

Regardless what you choose on your Federal return, Itemized Deductions or Standard Deduction, you can choose either for the New York state return. 

 

What you entered on the federal screens should flow to the state, but you may need to make adjustments. 

In the example above, you would add 6,000 taxes paid on the IT-196 to account for the SALT limit.