Filling out a Schedule A is a choice; no one has to fill it out. The Internal Revenue Service offers every taxpayer the option to itemize their deductions or to claim the standard deduction. The standard deduction amount varies depending on your filing status. However, if you have significant deductible expenses during the year, the total of which is greater than your standard deduction, you can itemize by reporting the expenses on Schedule A. Schedule A lets you report certain deductible expenses like: Medical and dental costs above and beyond 7.5% of your AGI State and local income or sales tax, real estate, and personal property taxes Home mortgage interest Charitable donationsCasualty losses (losses caused by a sudden, unexpected, or unusual event) to personal property are only deductible if covered by specific federal disaster declarations. After you finish going through the Deductions & Credits section, we'll recommend whichever deduction – standard or itemized – gives you the biggest tax break. But you can always override our recommendation if you wish.See this TurboTax article for more information: What is a Schedule A IRS form?

TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Community

cjchap

Question

Who must fill out Schedule A?

Forum|Forum|2 years ago
February 23, 2024
1 reply
0 views

What is schedule a?

TurboTax Deluxe Online

TomK2023

Filling out a Schedule A is a choice; no one has to fill it out.

The Internal Revenue Service offers every taxpayer the option to itemize their deductions or to claim the standard deduction. The standard deduction amount varies depending on your filing status. However, if you have significant deductible expenses during the year, the total of which is greater than your standard deduction, you can itemize by reporting the expenses on Schedule A.

Schedule A lets you report certain deductible expenses like:

Medical and dental costs above and beyond 7.5% of your AGI
State and local income or sales tax, real estate, and personal property taxes
Home mortgage interest
Charitable donations

Casualty losses (losses caused by a sudden, unexpected, or unusual event) to personal property are only deductible if covered by specific federal disaster declarations.

After you finish going through the Deductions & Credits section, we'll recommend whichever deduction – standard or itemized – gives you the biggest tax break. But you can always override our recommendation if you wish.

See this TurboTax article for more information: What is a Schedule A IRS form?

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

xmasbaby0

Employee

If you want to skip entering your itemized deductions on the Schedule A you can do that. Many people will not have enough itemized deductions this year to itemize, and will just be getting their new higher standard deduction. The thing is, though, that some of those deductions could make a difference on a state return even if they do not affect your federal return. Information flows from your federal return to your state return, so it might not be a bad idea to go ahead and enter them anyhow. It cannot hurt you.

The following states allow you to itemize deductions on just the state return: Alabama, Arizona, Arkansas, California, Delaware, Hawaii, Idaho, Iowa, Kentucky, Minnesota, Mississippi, Montana, New York, North Carolina, Oregon, and Wisconsin,

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**