Standard Fed/Itemize state

Forum|Forum|1 year ago
February 3, 2025
2 replies
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I've spent the better part of my day trying to figure out how to use the Standard Deduction for my Federal Return and Itemize for my State Return(which my state allows). This has got to be a major problem many are facing and I'm surprised that Turbo Tax has not addressed this issue. Very frustrating! It won't even let me detach my state in order to file them separately.

Best answer by DawnC

Enter all of you itemized deductions on the federal return and TurboTax will transfer them to your state return. Take the standard deduction on your federal return and when you get to the state return, you will be given the option to itemize if your state allows it. But the itemized deductions still need to be entered on the federal return before preparing your state return.

You can e-file your returns separately, but if you file them separately, the federal has to be filed and accepted before you will be able to file your state return.

DawnCAnswer

Level 15

You can e-file your returns separately, but if you file them separately, the federal has to be filed and accepted before you will be able to file your state return.

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mwmcdaniel

Level 2

I created the federal standard deduction and need to itemize for ms itemized deductions (allowed) but it reverts to standard deductions only for both. I saw the footnote instructing to go back to the federal form and enter the allowed mortgage interest, taxes, etc, which said it would update the state. it did not. i chatted online with a turbotax 12 tax expert who said turbotax will not allow it. She said the system will not allow standard on federal and itemized on state (even though ms allows it.) so confused. So I need to file federal via efile, wait for it to be accepted and then redo my state return? How can this be? Thanks.

mwmcdaniel

Level 2

also, if i go ahead and file the federal with standard deductions and wait for it to be accepted, when I start the ms state return will it even allow me to select itemized? one the responses said there would be a choice given when you start the state after the federal and i did not have the option. although there was the footnote that if my itemizations were above 4600 to go back and add the items to the federal form. thanks.

LYNN L

Level 2

HELP....noone at turbo tax seems to know why??? 2024 tax return

I have completed the federal deductions and on filing of the return the standard is better - however for NY I want to file itemized and turbo tax is giving me the standard deduction - Is there a glitch in the system. ??

I have state taxes for itemized deductions of 15,000 although I am allowed 10,000 but on NY return I am only getting the standard deduction of 8,000 - I should get the itemize deduction of 10,000 ( maximum allowed in state taxes to deduct?

LenaH

Community Manager

State and local taxes is not deductible as a NYS itemized deduction. Therefore, once that is subtracted out on the IT-196 (Line 41), your total state itemized deductions are most likely less than the NYS standard deduction.

Per NYS law, The total amount of deductions from federal adjusted gross income shall be reduced by the amount of such federal deductions for... income taxes imposed by this state or any other taxing jurisdiction.

@LYNN L

[Edited 4/11/25 l 2:42PM PST]

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