Schedule A, Line 18 checkbox

Forum|Forum|2 years ago
March 22, 2024
1 reply
1 view

Itemized deductions on Schedule A exceed the taxpayer standard deduction by approximately $6,000. However, the Line 18 checkbox on Schedule A is checked by TurboTax indicating that itemized deductions have been selected even though less than the standard deduction. Clearly this is incorrect and the checkbox should be left blank.

I am unable to remove this checkbox "check" through either the TurboTax interview process or an override. I would appreciate guidance on how to remove it.

Thank you.

TurboTax Home & Biz Windows

DawnC

Level 15

Have you gone through the review yet? How to switch from standard to itemized or vice versa

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Brownsfan1Author

Level 3

Yes - multiple times. While preparing the return initially, itemized deductions that were entered into the return did not exceed the standard deduction because all deduction information was not yet available. The return was consequently saved with the standard deduction exceeding itemized deductions. However, now additional information is available and itemized deductions exceed the standard deduction as referenced in my initial comment.

When going through the review process, TurboTax indicates that itemized deductions are recommended (as it should), however the change my deduction checkbox is "checked". I uncheck this box as I do not want to change from itemized deductions. However, when viewing Schedule A, the Line 18 checkbox remains "checked".

Brownsfan1Author

Level 3

When you delete a form, the program holds important information and repopulates it when it thinks is best. To clear the sch A, you would need to delete enough entries to make the program let go of the sch A.

Once you get rid of the sch A, close the program. Update the program. Then make the entries again. You should not be having this issue, There is something odd happening. Maybe a download or disc issue. Hopefully - an update after deleing the form will fix it.

@RobE_23 @Brownsfan1

Thank you for your response AmyC. As part of troubleshooting, I previously deleted the entire respective TurboTax file and re-entered all data into a new file (both income and expenses). The problem still persists. All program updates appear to be downloaded.