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April 11, 2025
Question

How do I add an itemized deduction on my state return that wasn't allowed on my federal return?

  • April 11, 2025
  • 2 replies
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How do I get back to a state form from review to add additional info?

    2 replies

    LenaH
    April 11, 2025

    Generally, itemized deductions are entered on the federal screens and flow to your state return if they are allowed to be deducted. Can you specify which deduction and state you are referring to so we can assist you further?

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    April 11, 2025

    I want to add state and local tax withholding. 

    LenaH
    April 11, 2025

    State and local tax withholding would be entered when you input your W-2 or other income form (such as a 1099-R) in which you had state or local taxes withheld. You do not enter this a second time. 

     

    If you made estimated tax payments in 2024, then those must be entered as well. Please follow the instructions below to enter them:

    1. Open or continue your return.
    2. Navigate to the estimated tax payments section:
    3. Select Start or Revisit next to the type of estimated tax payment you'd like to enter under Estimated Tax Payments.
    4. Enter the amount of estimated tax you paid at each of the quarterly due dates.

    The total of your state and local tax withholding should flow properly to your state return.

     

    @Chram7 

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    LenaH
    April 11, 2025

    Since I cannot see your return, I would like to take a deeper look at this to provide you with an answer. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:

     

    TurboTax Online:

    1. Sign into your online account.
    2. Locate the Tax Tools on the left-hand side of the screen.
    3. A drop-down will appear. Select Tools
    4. On the pop-up screen, click on “Share my file with agent.”
    5. This will generate a message that a diagnostic file gets sanitized and transmitted to us.
    6. Please provide the Token Number that was generated in the response.

    TurboTax Desktop/Download Versions:

    1. Open your return.
    2. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
    3. This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us.
    4. Please provide the Token Number (including the dash) that was generated in the response.

    *(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)

     

    @Chram7 


     

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    April 11, 2025

    How and where do I provide the token number ? 

    LenaH
    April 11, 2025

    You can provide the token number to me in this thread.

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