luithe3rd
Level 2
03-29-2023
04:37 PM
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I came across an adjustment that affected the Federal refund for my Sched A Client/2022 tax return.
Scenario: There were 0 errors showing, so I gave the client her final refund result. Then suddenly, a series of questions appeared and asked to enter 2021 Sched A data. Questions asked from 2021 were gross income, total Itemized deduction, and Line 5...a-e. After entering all this info, the refund decreased by around $800.
I tried to backtrack the questions to try to understand the adjustment and explain the difference to my client, but I was unsuccessful.
Your kind help is greatly appreciated!
Luis Cano
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