Question

Should i take standard deduction on state if my deductions are under 6,000

Forum|Forum|1 year ago
August 19, 2024
2 replies
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TurboTax Deluxe Online

B

Bsch4477

Employee

Depends on what the standard deduction is in your state compared with your itemized deductions.

X

xmasbaby0

Employee

@rongentaxes

You have not mentioned whether you are using standard deduction or itemizing deductions on your federal return.

No one in the user forum can see your information; we do not know what state you are in. There are some states in which you can use itemized deductions even if you use standard deduction on your federal return.

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

Itemized deductions are entered on your federal return, and the information then flows to your state return. The software will follow the tax laws of your state regarding the deductions.

**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.**

O

Opus 17

Employee

Usually, it is best to let Turbotax decide for you. Do you have any specific concerns with your tax return?

Note that some states may only allow you to take the standard deduction if you took the standard deduction on federal. Suppose (as a completely hypothetical situation) that the standard deduction in your state for single is is $8000, the federal standard deduction for single is $13,850, and your qualified itemized deductions are $11,000. It could be possible that taking the federal itemized deduction lowers your deduction and raises your federal tax, but allows you to take the state itemized deduction which raises your deductions and lowers your state tax. A person might come out slightly ahead one way or the other, and Turbotax may not test that exact situation for you. (Of course, if your itemized deductions are lower than $8000, then standard is better for both, and more than $13,850 itemized is better for both.)

But we would need to know which state, what their law is on itemized versus standard deductions, and what your tax situation is.