Question

TurboTax won't let me change from standard to itemized deduction

Forum|Forum|4 years ago
March 12, 2022
2 replies
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The program is not giving me the option to switch to itemizing my deductions, even though I've followed the directions from previous posts. We have relatively high incomes and deductions, and have itemized deductions every year for decades using TurboTax. Can't understand why it's using standardized deduction this year.

A

AnnetteB6

Take a closer look at the inputs you have made with regard to itemized deductions such as mortgage interest, property taxes, charitable contributions, and medical expenses. If you expect that they should be high enough to put you over the threshold for claiming itemized deductions, then perhaps there was an input error somewhere.

Also, you mentioned that you have followed directions from previous posts with regard to changing your deduction. Just to be sure, take a look at the following TurboTax article for instructions:

How do I change from the standard deduction to itemized (or vice-versa)?

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F

FilerxAuthor

Thanks for your quick response. I'm fairly certain our deductions are high enough to meet the threshold and there don't appear to be any input errors. I've followed the instructions you sent by TTax doesn't give me an option to "Change my Deduction."

LenaH

The Change my Deduction button will be on the Based on what you just told us, the Standard Deduction is best for you or Based on what you just told us, itemizing deductions is best for you screen. I have attached a picture below for additional guidance. The button is highlighted.

@Filerx

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Y

ymanin123

Once your itemized deductions will overcome your standard deductions amount , software will offer you to choose between those. Keep in mind that itemized deductions are taxable , when standard deductions are not

KrisD15

Itemized Deductions are not taxable, but what you might be referring to is this-

If you Itemize Deductions, you most likely will claim State Taxes paid as part of your deductions (Schedule A line 5)

If you end up getting a state refund for part of the taxes you deducted on Schedule A, the following year you may need to report the state refund, or part of it, as income.

If the state tax deduction is limited because of the SALT limit (Schedule A line 6) make note of the amount of the limit.

If you do get a state refund, and the refund is as much or less that the amount that was disallowed, the refund needn't be reported.

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