Standard Deduction limitation

[pkline67]

My itemized deductions are $19,500.  My standard deduction is $27,400.  TurboTax is calculating my return using the lower itemized deductions, indicating it creates a lower taxable income.  That makes no sense, so I used the Tax Expert on turbotax.  She said the standard deduction has a limitation.  I can't find any authority for this.  TurboTax, and the IRS.gov website, all say to use the greater of the itemized or standard deduction.

[Critter-3]

Review what was entered  in the MY INFO section ... did you indicate you will be filing separately from your spouse and that they will itemize deductions ?    If they itemize you must itemize.     Or that your spouse was a dependent of someone else (not you since a spouse can never be the dependent of the other spouse ... you simply file a joint retrun). 

[xmasbaby0]

What is your filing status?

Your standard deduction lowers your taxable income.  It is not a refund.  You will see your standard or itemized deduction amount on line 12 of your 2020 Form 1040.

2020 Standard Deduction Amounts

Single $12,400   (+ $1650 65 or older)

Married Filing Separate  $12,400   (+ $1300 if 65 or older)

Married Filing Jointly $24,800   (+ $1300 for each spouse 65 or older)

Head of Household $18,650  (+ $1650 for 65 or older)

https://ttlc.intuit.com/questions/1900142-how-can-i-tell-which-deduction-standard-or-itemized-i-m-us...

HOW TO FORCE ITEMIZED DEDUCTIONS

https://ttlc.intuit.com/questions/1900142-how-do-i-change-from-the-standard-deduction-to-itemized-or...

PREVIEW 1040

https://ttlc.intuit.com/questions/1901539-how-do-i-preview-my-turbotax-online-return-before-filing

Click on Tax Tools on the left side of the screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

[pkline67]

I am filing married filing jointly.

[xmasbaby0]

And what do you see on line 12?

[Critter-3]

How do I preview my TurboTax Online return before filing?

You can view your entire return or just your 1040 form before you e-file:

1. Open or continue your return.
2. Select Tax Tools in the left menu (if you don't see this, select the menu icon in the upper-left corner).
3. With the Tax Tools menu open, you can then:
   • Select Print Center and then Print, Save, or Preview This Year's Return to preview your entire return, including all forms and worksheets (you may be asked to register or pay first).
   • View only your 1040 form by selecting Tools. Next, select View Tax Summary in the pop-up, then Preview my 1040 in the left menu.

Related Information:

• Why does my return say "Preview Only"?