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Taxpayers should use SCH A to itemize when:

  • Itemized deductions exceed the standard deduction for the tax period

  • They are a non-resident alien

  • They are MFS and their spouse itemized deductions

The most common itemized deductions include:

  • Medical expenses

  • Charitable contributions

  • Gambling losses

  • Mortgage interest

  • Real estate/property taxes

All applicable SCH A Due Diligence Documents must be completed prior to entering ANY information on SCH A. 

Follow the instructions below to correctly complete SCH A:

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