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New Member
posted Oct 13, 2025 11:05:57 PM

The question is how to force a 2023 amended return to take the standard deduction even if itemized was $200 more than Standard?

Using itemized would force me to declare the large state refund as income

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Level 15
Oct 13, 2025 11:29:56 PM

realized that even though you got a huge state refund the taxable portion is not the entire refund but at most $200. that's the excess of your itemized over your standard deduction.

 

the savings of that extra $200 in 2023 could be more than the 2024 tax on the $200 or it could be a wash.

if you do amend you can pay the additional tax, but the IRS might bill you later for any penalties and interest that might be owe. 

to switch to standard deduction, you are going to have to delete. enough of the items you entered for schedule A  to reduce it below your standard deduction