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Taxpayer must itemize for MFS

Taxxini
Level 2

Lacerte 2020 is taking the standard deduction on a return that I marked as MFS must itemize.  I think the software needs an update.  I can't get it to take itemized deductions. 

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7 Comments 7
George4Tacks
Level 15

Where are you entering the MUST ITEMIZE? 

Screen 1, just check the box below Filing Status

Screen 25, Enter 1 in the first entry field. (Notice this is an Override [O])

It is working fine for me. 


Answers are easy. Questions are hard!
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qbteachmt
Level 15

What about the spouse's filing status?

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Taxxini
Level 2

I have Screen 1 checked Lives with spouse and must itemize.  I have Screen 25 checked 1=must itemize.  I am still getting the standard deduction.

I am glad it is working for you, but I just updated today, and still isn't working.

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Taxxini
Level 2

I don't see where to input the spouse's filing status.  

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George4Tacks
Level 15
Remove the entry in Screen 25 and see what happens. Generally entering an override is not a good thing.

Answers are easy. Questions are hard!
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Taxxini
Level 2

I figured it out... I inadvertently checked the box to deduct charitable contributions if taking the standard deduction. Apparently, this box overrides.  Thank you for your help.

Michael Duran
Level 1

Bless you...!

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