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This article demonstrates how to add SCH A.


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


Adding SCH A

  1. Select Add Form.

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  2. Locate and highlight SCH A in the All Forms & Schedules Menu. Double-click to add.

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

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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