1. Select "Deductions" to expand list.

2. This will display all pages that can be added.

3. Locate and Select from the following pages:

   • Schedule A Itemized Deductions - (Complete Page of all sections)

   • Schedule A Deductions - Taxes You Paid. 

   • Medical Expense Reporting 

Important:

The following information is applicable for tax years 2023 and earlier:

 Medical and Dental Expenses 

 - Health Insurance Premiums 

 - Prescription Costs/Co-Pays 

 - Only the part of Medical/Dental expenses that exceeds 

  10% of you Federal AGI is deductible. 7.5% if 65 or older.

 Taxes You Paid (State/Local/Foreign) 

 - Income Taxes 

 - Real Estate Taxes 

 - Personal Property Taxes 

 - General Sales Tax 

 - You can elect Income Taxes OR General Sales Taxes. You cannot deduct both.

 Interest You Paid 

 Form 1098 Mortgage Interest Statement 

 - Home Mortgage Interest 

 - Home Mortgage Points

 Investment Interest 

 - Form 4952 Investment Interest Expense Deduction 

 - Schedule K1 Investment Income/Interest/Expenses 

  Charitable Contributions 

 - Cash/Checks 

 - Noncash Donations (clothes, furniture, etc.) 

 - Form 8283 will attach depending on entries 

   Volunteer Work

 Unreimbursed Employee Expenses (Form 2106) 

 - Work Uniforms 

 - Protective Gear (hard hat, gloves, etc.) 

 - Union Dues/Fees

 Miscellaneous Deductions 

 - Tax Preparation Fees 

 - Legal/Accounting Fees 

 - Custodial Fees

 Other Miscellaneous Deductions 

 - Gambling Losses;up to winnings included in income. 

 - Schedule K-1 Portfolio Income

 Casualty, Disaster & Theft Losses Including Federally Declared Disaster Areas 

 - Form 4684 Casualties & Thefts

Click the pencil to open page: 

"Yes" forces the Itemized Deduction to carryover. 

• • MFS filers required to Itemize because the spouse itemized deductions on their return.  

  • All other taxpayers that are choosing to take the Itemized Deduction.