Where Does Line 5A on Schedule a Come from?
Schedule A line 5 is calculated from the state withholding fields in various input screens. A Not Required Statement will calculate and reconcile all of the state withholding inputs.
Where do I find line 9A on my tax return?
Line 9a comes from Schedule A data entry, line 9, or from Form 4952, line 8 (see instructions for other limitations). Line 9b is calculated from the state, local, and foreign income tax attributable to NII – generally Schedule A, line 7.* This amount is subject to limitation based on the ratio of Form 8960, line 8 divided by the AGI on Form 1040.
Can you deduct both state and local taxes on schedule a?
In line 5 on Schedule A, you can deduct either state and local income taxes here or state and local sales taxes. You can’t do both. From the IRS Instructions for Schedule A: “If you elect to deduct state and local income taxes, you must check box a on line 5.
