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jphilps1
New Member

In the online software, the final files always show standard deductions? Does anyone know how to work around the bug that forces standard vs itemized deductions?

Worked through my taxes in no time, and found in final ready-to-file version that the software thought I was using standard deductions (even though I had specified itemized deductions). I found this because the software was forcing me to enter a non-zero, but no greater than value into the Form 1040 box 10b (which is only used for standard deductions) - but remember - I had picked itemized deductions.

I found that going back to toggle between itemized and standard deductions in the Deductions
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3 Replies
DaveF1006
Expert Alumni

In the online software, the final files always show standard deductions? Does anyone know how to work around the bug that forces standard vs itemized deductions?

Yes, you can force the program back to itemized deduction.

  1. Log in or open Turbo Tax
  2. Go to federal> deductions and credits>
  3. When you see the summary for all tax breaks, press continue through all your screens until you see a screen that informs you that the Standard Deduction is Right for you.  Here you have an option to change to itemized deductions. i will include a screenshot at the bottom of this post to illustrate this. 
  4. When you change, continue to the next screen to erase the $300 donation that appears. You are only eligible for this if you take the standard deduction. Be sure to check both boxes in the bottom of the page.

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jphilps1
New Member

In the online software, the final files always show standard deductions? Does anyone know how to work around the bug that forces standard vs itemized deductions?

Unfortunately, your "expert" advice was insufficient to resolve the problem, but I did manage to resolve the issue leveraging some of the software user interface troubleshooting experience that I've gained over the years.

 

Here is what I had to do:

(1) I had to go to "Tools" and delete all of the "Charitable Donations" forms that I had entered detailing the multiple charitable donations I had made throughout the year. (This may have been the only helpful contribution of the 1 hour + support phone call we made to figure out the issue.)

(2) I then had to navigate to Federal > Deductions and Credits to reach the form that allows me to specify Itemized vs Standard deductions.

(3) Select Standard deductions, and select Continue. This will allow me to continue to the $300 donation related to the contribution related to the Cares Act. *Note: If I selected itemized deductions at this step, the software would not change my refund to the amount specified for itemized deductions on the UI, it would keep it the refund the same as that specified for the standard deduction. Also if I selected itemized deductions at this step, and clicked Continue, it would NOT go into the worksheet interface to enter or remove the $300 donation related to the contributions related to the Cares Act.

(4) I then removed the $300 donation to make it $0.

(5) I then had to navigate back to the Federal > Deductions and Credits to reach the form that allows me to specify Itemized vs Standard deductions. I then selected Itemized deductions from the popup option; this did allow the itemized value to take effect in the refund as I had expected.... but THEN I did NOT select Continue to proceed to the Care Act page because IF/WHEN I did (the first many times I tried) it would again, change my refund BACK to the standard deduction amount and it wouldn't take me into the Care Act page anyway (though it would note an error in my final federal check at the end of taxes to tell me that I needed to enter something into the 10b section).

(6) I then had to navigate back to my Charitable Contributions to ADD back in all of those forms/information that I had to delete in order to force the user interface to show me the Cares Act contribution page in the first place. 

(7) I then went directly to try to check my federal tax return, as I had already entered all of the other relevant information in the other sections. 

 

I can't have been the only person to have entered into this strange erroneous logic loop that forced standard deductions versus the itemized deductions which I originally had wanted to select.  There were many internet posts/comments/suggestions related to that $300 Cares Act fiasco, but none of them seemed to realize that (at least on the online version vs the desktop version) it forced the tax return into a standardized versus itemized deduction scenario. Also, there was little help for users of the online version vs the desktop version - most solutions centered around users needing to leverage the desktop version to correct line 10b to read "0" versus "$300" in the pdf version which does not resolve the fact it assumed a standardized deduction and not the itemized alternative (thus also not printing or providing the appropriate schedule A, etc for the tax return).

In the online software, the final files always show standard deductions? Does anyone know how to work around the bug that forces standard vs itemized deductions?

I just ran into this problem and cannot believe TurboTax has such a fundamental flaw in their software. Why hasn't this become like a public issue? Will try your solution but wtf? Why use this crappy product?

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