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How to Write Off Sales Taxes

Written by a TurboTax Expert • Reviewed by a TurboTax CPAUpdated for Tax Year 2024 • October 16, 2024 1:32 AM
OVERVIEW

The Internal Revenue Service (IRS) permits you to write off either your state and local income tax or sales taxes when itemizing your deductions. People who live in a state that does not impose income taxes often benefit most from this deduction. However, you might also be better off deducting sales taxes instead of income taxes if you make large purchases during the year and your total sales tax payments exceed those for state income tax. You can use either the actual sales taxes you paid or the IRS optional sales tax tables. Beginning with tax years after 2017, the amount of state and local taxes, including sales tax, is limited to a maximum of $10,000.

 

Key Takeaways

  • You can choose to write off either your state and local income tax or sales taxes when itemizing deductions, but not both.
  • To claim the sales tax deduction, you'll need to itemize your deductions on Schedule A. To maximize your tax savings, compare your total itemized deductions to the Standard Deduction for your filing status to determine which amount is larger.
  • The total amount of state and local taxes, including sales tax, that you can deduct is limited to $10,000 for tax years after 2017.
  • When filing, you must indicate on Schedule A that you're opting to deduct state sales tax instead of state income tax and specify the amount of your deduction.

Step 1: See if you are eligible to itemize deductions

Determine if itemizing your deductions on Schedule A will produce a large deduction than the Standard Deduction for your filing status. The deduction for your sales tax payments is only available if you itemize. To make this determination, add up all of your expenses that are eligible to be itemized, including your sales taxes. If the total amount is greater than the Standard Deduction amount for your filing status, then you should likely itemize on Schedule A and claim the sales tax deduction. If not, then you can still itemize but are probably better off claiming the Standard Deduction where you cannot deduct the sales tax.

Step 2: Gather your receipts

Determine the amount of sales tax paid during the year by going through all of your purchases.

Step 3: Calculating the deduction

Calculate your deduction using the optional sales tax tables. At the end of the instructions to the Schedule A attachment you will find sales tax tables for each state. Find your state and determine the allowable sales tax deduction for your range of income. Compare this amount to the actual total you calculate in Step 2. Since you can calculate your deduction using either method, choose the one that gives you the larger deduction.

TurboTax Tip:

You can calculate your sales tax deduction using either the actual sales taxes you paid or the IRS optional sales tax tables. Use the method that yields the larger deduction.

Step 4: Where to report the deduction

Report your sales tax deduction on Schedule A. In the section entitled "Taxes You Paid" be sure to check the box indicating your choice to deduct state sales tax instead of state income tax and enter the amount of your deduction.

TurboTax can help you with determining your eligibility, calculating the deduction and reporting it on all the correct forms.

Things You'll Need

  • Schedule A
  • Form 1040

Tips

  • If you receive any sales tax refunds during the year, be sure to reduce your deductible sales tax payments if not using the optional sales tax tables to calculate your deduction.
  • The IRS allows you to deduct the sales tax you pay when you lease a car even though it's not ordinarily considered a purchase.

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The above article is intended to provide generalized financial information designed to educate a broad segment of the public; it does not give personalized tax, investment, legal, or other business and professional advice. Before taking any action, you should always seek the assistance of a professional who knows your particular situation for advice on taxes, your investments, the law, or any other business and professional matters that affect you and/or your business.

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TurboTax Desktop Business Returns:

  • 100% Accurate Calculations Guarantee - Business Returns: If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we'll pay you the penalty and interest. Excludes payment plans. You are responsible for paying any additional tax liability you may owe. Additional terms and limitations apply. See License Agreement  for details.

  • Maximum Tax Savings Guarantee - Business Returns: If you get a smaller tax due (or larger business tax refund) from another tax preparation method using the same data, TurboTax will refund the applicable TurboTax Business Desktop license purchase price you paid. Additional terms and limitations apply. See License Agreement  for details.

  • Satisfaction Guarantee/ 60-Day Money Back Guarantee: If you're not completely satisfied with TurboTax Desktop software, go to refundrequest.intuit.com within 60 days of purchase and follow the process listed to submit a refund request. You must return this product using your license code or order number and dated receipt. Desktop add-on products and services purchased are non-refundable.

TURBOTAX DESKTOP DISCLAIMERS

  • Installation Requirements: Product download, installation and activation requires an Intuit Account and internet connection. Product limited to one account per license code. You must accept the TurboTax License Agreement to use this product. Not for use by paid preparers.

  • TurboTax Desktop Products: Price includes tax preparation and printing of federal tax returns and free federal e-file of up to 5 federal tax returns. Additional fees apply for e-filing state returns. E-file fees may not apply in certain states, check here for details. Savings and price comparison based on anticipated price increase. Software updates and optional online features require internet connection. Desktop add-on products and services purchased are non-refundable.

  • Fastest Refund Possible: Get your tax refund from the IRS as fast as possible by e-filing and choosing to receive your refund by direct deposit. Tax refund time frames will vary. The IRS issues more than 9 out of 10 refunds in less than 21 days.

  • Average Refund Amount: $3,207 is the average refund amount American taxpayers received in the 2024 filing season based upon IRS data as of February 16, 2024 and may not reflect actual refund amount received.

  • TurboTax Technical Support: Customer service and technical support hours and options vary by time of year.

  • Deduct From Your Federal Refund: Individual taxes only. Subject to eligibility requirements. Additional terms apply. A $40 Refund Processing Service fee applies to this payment. method. Prices are subject to change without notice.

  • Data Import: Imports financial data from participating companies; Requires Intuit Account. Quicken and QuickBooks import not available with TurboTax installed on a Mac. Imports from Quicken (2022 and higher) and QuickBooks Desktop (2023 and higher); both Windows only. Quicken import not available for TurboTax Desktop Business. Quicken products provided by Quicken Inc., Quicken import subject to change.

  • Live Tax Advice: Access to tax experts to obtain answers to tax questions and to assist with tax year 2024 return(s) prepared with TurboTax Desktop software. Additional fees apply. Must be purchased and used by October 31, 2025. Excludes TurboTax Desktop Business. See License Agreement for details.

  • Audit Defense: Audit Defense is a third-party add-on service provided, for a fee, by TaxResources, Inc., dba Tax Audit. See Membership Agreements at https://turbotax.intuit.com/corp/softwarelicense/ for service terms and conditions.

All features, services, support, prices, offers, terms and conditions are subject to change without notice.

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