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February 18, 2024
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Turbo Tax recommended using Federal Standard Deduction, but Federal Itemized returns more $$$ for Federal & State combined

  • February 18, 2024
  • 1 reply
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Turbo tax "recommended" that I should use the Standard Federal Deduction this year, but if I use the Itemized Federal Deduction I will improve my combined Federal & State of Georgia total return by $702...Why would the program only take into consideration for the highest Federal return, but not Federal & State combined??
    Best answer by BobbyT65

    " It is just not feasible to write a program to test every possible combination and scenario to make recommendations for the best overall total outcome. "

     

    This is malarkey. This is why I use TurboTax because you claim to do this very thing.

     

    Quotes from the software:

    "so you can get the biggest refund possible"

    "look for ways to get you every dollar you deserve"

     

    1 reply

    February 19, 2024

    At the point in the program where TurboTax recommends whether it is best for you to use the standard deduction or itemized deductions,  your state return has not even been started.  the recommendation is based solely on your Federal return.

     

    Additionally, many state tax situations can be complicated with multiple states involved and multiple options with regard to whether a state even allows itemized deductions.  It is just not feasible to write a program to test every possible combination and scenario to make recommendations for the best overall total outcome.  Perhaps it will be considered in future versions of the program.

     

     

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    February 19, 2024

    Well it would only been over 700 $ that I would not have been refunded by the INTUIT TURBO TAX DELUXE that doesn't believe it's a "FEASABLE" subject, even though the company has made million upon millions of $$$ from it's paying customers. FORGET ME PURCHASING YOUR PRODUCT NEXT YEAR!