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Common questions about Schedule A, Itemized Deductions

by Intuit• Updated 2 years ago

Below are solutions to frequently asked questions about generating Schedule A, Itemized Deductions in Lacerte.

Follow these steps to generate Schedule A in the program:

  1. Go to Screen 25, Itemized Deductions (Sch. A).
  2. Enter the taxpayer's or spouse's amounts in the applicable fields.
  3. Go to the Forms tab.
  4. Select Schedule A from the left-hand menu.
  5. Compare the results on Schedule A, line 17 against the IRS standard deduction.
    • If Schedule A, line 17 is greater than the standard deduction, Lacerte will generate Schedule A.
  1. From the Settings menu, select Options.
  2. Select the Tax Return tab.
  3. Scroll down to the Federal Tax Options section.
  4. Click the arrow in the Schedule A field and select Force from the dropdown menu.
  1. Go to Screen 25, Itemized Deductions (Sch. A).
  2. Enter a 1 in,  1=force Schedule A to print (not for EF), 2=when applicable [O] (code 2).
  1. Go to Screen 25, Itemized Deductions (Sch. A).
  2. Enter a 1 or 2 in 1=must itemize, 2=elect to itemize, 3=force standard deduction [O] (code 1).
    • Enter a 1 to force itemized deductions for a taxpayer with a Married Filing Separately status or to force itemized deductions for a taxpayer who is a dual status alien.
    • Enter a 2 to force Schedule A and use the calculated itemized deductions even though they're less than the standard deduction.
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