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Taxpayers should use SCH A to itemize when:
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This article demonstrates how to add SCH A.

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When Should a Taxpayer Itemize?

  • 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

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Adding SCH A

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Follow the instructions below to correctly complete SCH A:

  1. Select Add Form.

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  2. Begin by typing A, into the search bar at the bottom of the All Forms and Schedules Menu.

  3. Select Form SCH A. Doubleimage-20241003-202401.pngImage Added

  4. Locate SCH A, and double-click to add the form.

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  5. Complete the SCH A, filling in all applicable sections. 

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You can view the amount of the taxpayer's itemized deductions and compare it with their standard deduction on the Tax Summary Page.

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