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coppens1
Returning Member

Overriding Standard deduction

For my 2023 return, I found NO WAY in the forms section, to override the automatic standard deduction, in spite of having $34,069 in itemized deductions. I had to consult with Turbotax Forum, and use the Interview process to obtain the $34,069 in itemized deductions.

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4 Replies

Overriding Standard deduction

The program is intended to be used primarily in Interview (Step-by-Step) Mode.

 

Forms Mode is only intended for reviewing the actual forms and for certain, more atypical, operations.

Overriding Standard deduction

I am reposting my answer from your previous thread - https://ttlc.intuit.com/community/tax-credits-deductions/discussion/how-do-i-select-itemized-deducti...

 

The TurboTax program will automatically use Itemized Deductions if the amount of Itemized Deductions is greater than the Standard Deduction for your filing status.

The total Itemized Deductions is on Schedule A Line 17. 

Is the amount on your Schedule A Line 17 greater than your Standard Deduction of $30,700?

Overriding Standard deduction

any override of the standard deduction will prevent you from e-filing. if it is mailed and you don't use what is proper for your filing status and exemptions/ blind/over 65 expect the iRS to change it and send you a bill if it is reduced. 

Overriding Standard deduction

Are you making the common mistake of just adding up all the amounts for your itemized deductions without considering the caps and thresholds that must be met?

 

 

STANDARD DEDUCTION

Many taxpayers are surprised because their itemized deductions are not having the same effect as they did on past tax returns.  The new higher standard deduction and the elimination of certain deductions, as well as the cap on state and local taxes have had a major impact since the new tax laws went into effect beginning with 2018 returns.

 

Your itemized deductions have to be more than your standard deduction before you will see a change in your tax owed or tax refund.  The deductions you enter do not necessarily count “dollar for dollar;” many of them are subject to meeting  tough thresholds—medical expenses, for example, must meet a threshold that is pretty hard to reach. (Only the amount that is MORE than 7.5% of your AGI counts)   The software program uses all the IRS rules that apply to the expenses you enter, and it tells you if you have enough to use your itemized deductions or if using the standard deduction is more advantageous for you.  Under the new tax laws, some deductions have been capped—there is a $10,000 limit to the itemized deductions for state, local, property and sales taxes.

 

Your standard deduction lowers your taxable income. The standard deduction makes some of your income “tax free.”  It is not a refund.  You will see your standard or itemized deduction amount on line 12 of your 2023 Form 1040.

 

 

 

 

2023 STANDARD DEDUCTION AMOUNTS

 

SINGLE $13,850  (65 or older/legally blind + $1850)

 

MARRIED FILING SEPARATELY $13,850  (65 or older/legally blind + $1500)

 

MARRIED FILING JOINTLY $27,700  (65+/legally blind) )  + $1500 per spouse

 

HEAD OF HOUSEHOLD  $20,800 (65 or older/blind)  + $1850)

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
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