All applicable SCH A Due Diligence Documents must be completed prior to entering ANY information on SCH A.
Schedule A Worksheet: Complete for all returns with Itemized Deduction on SCH A.
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
For more information regarding SCH A, reference SCH A Itemized Deductions.