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Does Turbotax automatically use the standard deduction for a state return if it uses a standard deduction for the federal return, even if itemizing is better?

Forum|Forum|7 years ago
June 3, 2019
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TurboTax Premier Online

Best answer by ChristieB

It depends: if your state is one that allows you to Itemize on the State return even if you claim the Standard Deduction on your federal return (such as New York) it will automatically consider both options and then choose the one that provides the largest benefit for you.

If your state requires that you take the Standard Deduction if you also take the Standard Deduction on the Federal Return, then TurboTax will automatically do so in order to be compliant with your state's laws.

C

ChristieBAnswer

It depends: if your state is one that allows you to Itemize on the State return even if you claim the Standard Deduction on your federal return (such as New York) it will automatically consider both options and then choose the one that provides the largest benefit for you.

If your state requires that you take the Standard Deduction if you also take the Standard Deduction on the Federal Return, then TurboTax will automatically do so in order to be compliant with your state's laws.

T

t021483Author

Thank you Christie for your speedy response. That answers my question in theory.
North Carolina does allow itemizing the state returns even if the standard deduction is taken on the federal return. Could you confirm that Turbotax premier online works that way for North Carolina? It doesn't seem to based on my calculations. Thank you