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June 6, 2019
Solved

2016 sales tax calc doesn't include effect from local sales tax. That's based on comparison to federal worksheet that calcs higher deduction? How can i over-ride calc?

  • June 6, 2019
  • 3 replies
  • 0 views
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    Best answer by DoninGA

    TurboTax uses the IRS rules and worksheets as shown in IRS Schedule A for the Sales Tax deduction.

    Go to IRS Schedule A instructions (2016) for Sales Taxes starting on page 5 for the Worksheet and page 14 for the Sales Tax State tables - https://www.irs.gov/pub/irs-prior/i1040sca--2016.pdf#page=5

    See screenshot for Tax and Interest Deduction Worksheet for tax year 2016 from TurboTax 2016 Premier desktop edition.

    To enter your sales taxes

    • Click on Federal Taxes (Personal using Home and Business)
    • Click on Deductions and Credits
    • Click on I'll choose what I work on (if shown)
    • Scroll down to Estimates and Other Taxes Paid
    • On Sales Taxes, click the start or update button

    Or enter sales tax in the Search/Find box located in the upper right of the program screen.  Click on Jump to sales tax

    3 replies

    tjblanch5Author
    June 6, 2019
    Despite inputting the sum of my state and local sales tax rates into the turbo tax section you've mentioned it only calculates my state portion.  I say that because the state tax value from the IRS worksheet matches the Total amount of turbotax state AND local. Which means the turbotax calculation is pulling my state % from a table outside what i input.
    DoninGA
    Employee
    June 6, 2019
    It will if you entered the correct percentage of state sales tax and local sales tax in the Sales Taxes section of the program under Deductions and Credits/Estimates and Other Taxes Paid
    DoninGA
    DoninGAAnswer
    Employee
    June 6, 2019

    TurboTax uses the IRS rules and worksheets as shown in IRS Schedule A for the Sales Tax deduction.

    Go to IRS Schedule A instructions (2016) for Sales Taxes starting on page 5 for the Worksheet and page 14 for the Sales Tax State tables - https://www.irs.gov/pub/irs-prior/i1040sca--2016.pdf#page=5

    See screenshot for Tax and Interest Deduction Worksheet for tax year 2016 from TurboTax 2016 Premier desktop edition.

    To enter your sales taxes

    • Click on Federal Taxes (Personal using Home and Business)
    • Click on Deductions and Credits
    • Click on I'll choose what I work on (if shown)
    • Scroll down to Estimates and Other Taxes Paid
    • On Sales Taxes, click the start or update button

    Or enter sales tax in the Search/Find box located in the upper right of the program screen.  Click on Jump to sales tax