Itemizing Deductions

Forum|Forum|5 years ago
March 6, 2021
1 reply
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My deductions in Turbo Tax Deluxe show that itemizing would be better for federal taxes (and is also better for my state taxes). When I click on change, it goes back to the same screen but doesn’t change from standard deduction. I also checked the summary page and it is still showing the standard deduction also.

Itemizing

LenaH

Community Manager

If your itemized deductions are greater than the Standard Deduction, TurboTax will automatically use the itemized deductions on your Schedule A.

Some deductions are subject to limitations, so this could have changed what was the most beneficial deduction in your tax situation.

If you need to review your deductions or force the use of Itemized Deductions, please follow the steps below:

Open your return.
Click on Tax Tools on the left hand side.
Click on Tools.
Click Topic Search.
Search "itemized deductions, choosing"
Click on Change my deduction.
Choose Itemized Deductions under Which deduction do you want to take this year?

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SharonLouise

Level 2

Here's the glitch, and I've spent all afternoon trying to get it fixed including two plus hours with TurboTax reps. My federal itemized deductions are $12,342. I want to use itemized deductions and the screen shows that I am. However somewhere between that screen and the final return it has changed to the standard deduction. This mostly likely was caused because the standard deduction is $12,400 and the charitable contribution allowed in addition to that is $300 making the total deduction $12,700 instead of $12,432. Understandable EXCEPT that in Oklahoma I have to use the same method as the federal return and the Oklahoma standard deduction is $6,350. So instead of getting to take a $12,342 deduction on the Oklahoma return I'm only allowed the $6,350. The Turbotax reps I've spoken with assure me that itemized deductions are being taken but when I downloaded the federal return (after paying of course) there is no Schedule A and the standard deduction is showing on the return. To add insult to injury the last rep I spoke with tried to transfer me to a tax advice consultant and I was disconnected during that process.

BillM223

Level 15

@SharonLouise

After you finished your federal return and Review (so the $300 contribution would be entered on the 1040), did you go back to try to set the flag to use Itemized Deductions? (See this TurboTax Help Article)?

Yes, this will increase your federal tax slightly, but, with luck, will let Oklahoma use utilize deductions too so that the net result will be a win for you.

Make sense?

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