The program will automatically use the larger of standard or itemized deductions, based on the information that has been entered, however you can force it to use itemized deductions if desired.
To force the use of itemized deductions, within the return select:
- Federal section
- Deductions
- Itemized Deductions
- Use Standard or Itemized Deduction
- Select Force to use itemized deduction, then Continue.
Under the Itemized Deduction menu, you will find the following categories of deductions:
- Medical and Dental Expenses
- Mortgage Interest and Expenses
- Taxes You Paid (the program will automatically pull state and local from the W-2)
- Gifts to Charity
- Unreimbursed Employee Business Expense
- Job-Relate Travel Expenses Form 2106
- Miscellaneous Deductions
- Amortizable premium on taxable bonds
- Federal estate tax on income in respect to a decedent
- Gambling losses to the extent of gambling winnings
- Impairment-related work expenses
- Repayment under claim if right greater than $3000
- Unrecovered investment in pension
- Tax Return Preparation
- Safe Deposit Box Rental
- Investment Fees and Expenses
- Add/Edit Miscellaneous Deductions (for any additional not listed already)
- Less Common Deductions (Casualties and Losses, Business Use of Home, Investment Interest)
- Casualties and Losses
- Business Use of Home
- Investment Interest