Medical expenses and Misc. expenses one can take if you itemize. 529 Plan expenses you can take without itemizing, so also charitable donations. There are questions about this (529 Plan) in State questions/interview. 529 Plan expenses are not deductible on Federal return so one cannot expect to see them automatically transferred from Federal to state return. 529 Plan one can take Tax Credit or deduction. M1M form has 529 Plan deduction and Charitable donations and standard deduction. There has to be no duplications. Because of this error and duplication of expenses on both M1M and M1SA forms, my State Tax return was rejected. TT has to fix this problem before we can refile. We have to wait until next update, as I understand, which is expected on or about Feb. 9.
