North. Res. Ded.- How does TurboTax allow a higher earning spouse to claim both the basic and add. ded. while still allowing the lower earning spouse to claim travel?

My wife and I live together and both work as teachers in Zone A.  We both qualify for the northern residents deduction and the medical and vacation travel deduction.  My salary is twice hers because she is a half-time teacher and I am a full-time teacher.  It is in our best interest to have me claim both the basic residency deduction, additional residency deduction, and travel deduction and have my wife only claim the travel deduction from her T4 (I know because I used to do this before I started using TurboTax).  HOW DO I DO THIS IN TURBOTAX?  When I toggle that she qualifies for the N.R.D., TurboTax prevents my wife from ONLY claiming the travel deductions and allowing me to claim both the basic and additional residency amounts.  The only way it lets me do it legally is for both of us to claim the basic, but like I said before this is NOT in our best interest.


The deduction is available only to the Individual earning Taxable income in the designated "Northern" area.

Was this answer helpful? Yes No

No answers have been posted

More Actions

People come to TurboTax AnswerXchange for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Do you still have a question?

Ask your question to the community. Most questions get a response in about a day.

Post your question to the community