HOPE2
Level 9
09-06-2023
04:08 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Hi @lisa. Thanks for your help
I checked that worksheet but it was incorrect because part1 table 1 column(b) is the amount of refund + estimated payment of 2021 which came in to 2022, but the real refund is less than this amount so line 4 is not correct. Also, if the client did have 1040-X or Schedule X , Proseries did not carryover the refund which generated after Amended. By the way, what line on that worksheet shows the refund as FED income?
Also, I discovered the amount of state refund on 1099-G line 2 which automatically generated , is not correct. It is (Net refund + estimated payment )