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Level 3
February 24, 2021
Question

Forced itemized deductions (Screen 25), override "1" - must itemize, or "2" - elect to itemize. Neither option is allowing itemized deductions.

  • February 24, 2021
  • 1 reply
  • 7 views
Why is selecting to force itemized deductions not changing deductions on Joint tax return.  Tax return is still showing Standard Deduction even when selecting "1=must itemize" or "2=elect to itemize"
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1 reply

Level 2
February 28, 2021

I am having the same problem.  Were you able to find a solution?

TADAuthor
Level 3
February 28, 2021

Yes.  Simple error on my part.  I had checked the box to allow $300 charity if taking standard deduction.  If not checked, then force or select itemized works.

Level 2
March 9, 2021

Not a "simple" mistake!  I also fell into that trap when my brother increased his itemized deductions.  Lacerte is normally sophisticated enough to help us not make such a mistake.  The answer is to get rid of the $300 box and change it to the computer maximizing the benefit.  This is a systemic error that Lacerte should correct!