TAD
Level 2
02-24-2021
02:36 PM
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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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timclark
Level 1
02-28-2021
10:37 AM
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I am having the same problem. Were you able to find a solution?
TAD
Level 2
02-28-2021
11:24 AM
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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.
fredkap
Level 2
03-09-2021
07:54 AM
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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!
