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Level 2
posted Feb 22, 2022 5:23:41 AM

Changes to Itemized Deductions in 2021?

Working on my taxes for 2021 and TurboTax is selecting the standard deduction for me, which is odd because we've used the itemized deductions for the past 6+ years.

 

Looking at a few of our bigger deductions, our property taxes are $10k+ (I think there's a $10k cap), mortgage insurance is $6k+, and local/state income taxes paid are $4k+. Putting just these items together puts us over the standard deduction of $18,800. 

 

Is there a new cap on other deductions that I missed? We re-financed our home last January and our mortgage changed companies part way through the year so I'm just making sure I didn't mis anything while entering info.

 

Thanks,
Jamie

0 3 616
3 Replies
Level 15
Feb 22, 2022 5:45:39 AM

The RE taxes + state taxes combined are limited to 10,000  so add the 6K mtg int to it and 18800 is larger. 

Expert Alumni
Feb 22, 2022 5:47:53 AM

There is not a new cap on the other deductions. The cap is $10,000 which includes real estate taxes and state and local taxes. Mortgage interest would increase the itemized deductions to over $16k. Head of Household filing status has a standard deduction of $18,800.

 

The mortgage interest that you paid may have decreased since you refinanced last year. If you have a lower interest rate now, this could account for not having enough deductions to be higher than the standard deduction.

Level 2
Feb 22, 2022 5:49:34 AM

Interesting, thanks for the response, wasn't aware of that.

 

We paid about double in mortgage insurance last year so I'm guessing that's the difference.