What is a Schedule A?
Use Schedule A (Form 1040 or 1040-SR) to figure your itemized deductions. In most cases, your federal income tax will be less if you take the larger of your itemized deductions or your standard deduction.
ProTaxPro.com allows you to choose from filing standardized or an itemized return.
The IRS offers 2023 Instructions for Schedule A, you can see here.
Schedule A in ProTaxPro.com
The Schedule A in ProTaxPro.com mimics what you will see in the IRS form with numbered fields.
See the 2023 Schedule A (form 1040) here.
Itemized Fields within the Schedule A
Medical and Dental Expenses
If applicable you will enter amounts for:
- Health Insurance Premiums
- Prescription Cost
- Copays
Taxes You Paid (State/Local/Foreign)
If applicable you will enter amounts for:
- Income Taxes
- Real Estate Taxes
- Personal Property Taxes
- General Sales Tax
Interest You Paid
If applicable you will enter amounts for:
- Form 1098 Mortgage Interest Statement
- Home Mortgage points
Gifts to Charity
If applicable you will enter amounts for:
- Gifts by cash or check
- Non-cash donations (Clothing, Furniture etc)
Casualty and Theft Losses
If applicable you will enter information for:
- Disaster name/date
- FEMA declaration number
Other Itemized Deductions
- Gambling Losses
- Federal Estate taxes
- Bond Premium
Total Itemized Deductions
- This section will calculate the total amount of deductions input into the Schedule A
- You will also indicate here if you would like to force to itemize deductions and not consider for standard deduction
How to include inputs a Schedule A on ProTaxPro.com
1) Enter the return, select Add Form + under Federal Return in the sidebar navigation
2) Search Schedule A Itemized Deductions
3) Select the pencil icon to edit and input values on your Schedule A.