Couls Law
Level 3
03-26-2023
03:57 PM
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Taxpayer received two State tax refunds in 2022 - one for their 2021 return and a second for an amended 2020 return. I'm thinking there should be separate worksheets for the State refunds taxable in 2022 but Lacerte is only giving me one, which includes the combined total of both refunds.
Taxpayer deducted sales tax in 2021 but income tax in 2020. I do not believe the 2020 refund to be taxable but I was hoping Lacerte would generate a separate worksheet for the 2020 refund. What am I thinking / doing wrong?
Thank you.
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