Payzerotaxes
Level 1
12-07-2019
05:13 AM
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Best Answer Click here
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sjrcpa
Level 15
12-07-2019
05:13 AM
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Below the sort of cryptic question you posed, there is plenty of room to add more info.
Ex-AllStar
Ex-AllStar
IRonMaN
Level 15
12-07-2019
05:13 AM
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The state changed the return for something? Did the client get a notice of the change? Or, did the software get updated between when you prepared the return and it was transmitted? What does your 2017 software now show for the refund. I assume when you say 2017 1099G you mean the 2017 state refund?
Slava Ukraini!
Payzerotaxes
Level 1
12-07-2019
05:13 AM
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Thanks for your response. As you know Proseries will carry forward the information from the previous year. The 1099-G for Unemployment total for the 2017 was $2414 but when I opened Proseries for the 2018 Tax Yr., the 1099-G for this client, carry forward amount showed $2094, Each year in the past, the amount from the previous year automatically carried forward the amount from the previous year. What really confuses me is that my client received a 2018 1099-G from CA that indicates the following: box 2 $2,178.88 and box 3 tax year (2017). Why isn't $2414 showing on the 1099-G for 2018?
Just-Lisa-Now-
Level 15
12-07-2019
05:13 AM
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$2178.88 is an odd amount for a refund on a 1099G
You can go to the Federal carryover worksheet (scroll to near the bottom) to make an adjustment if the amount carried over from last year is wrong.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
You can go to the Federal carryover worksheet (scroll to near the bottom) to make an adjustment if the amount carried over from last year is wrong.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Just-Lisa-Now-
Level 15
12-07-2019
05:13 AM
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You understand the unemployment and state tax refunds are reported on the same type of 1099g form but are completely separate things, right?
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Payzerotaxes
Level 1
12-07-2019
05:14 AM
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yes I understand they are different, gong to take your advice and make the adjustment
Just-Lisa-Now-
Level 15
12-07-2019
05:14 AM
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"why there is difference current 2018 and 2017?"
The refunds were different amounts each year?
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Payzerotaxes
Level 1
12-07-2019
05:14 AM
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Lisa, thank you so much for your time, I am going to override the amount and put what the 1099-G says for State Income Tax. Have a wonderful day. I was reading some notes, and apparently this has happened before.
George4Tacks
Level 15
12-07-2019
05:14 AM
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If your client pays zero taxes, I don't see any way the two numbers can be different.
Here's wishing you many Happy Returns
chasetax
Level 7
12-07-2019
05:14 AM
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i am a bit confused--you said they received UNEMPLOYMENT on a 1099-G in prior year(2017)--why would that change. i think maybe your are confusing 1099-G's -- unemployment and refunds?
Just-Lisa-Now-
Level 15
12-07-2019
05:14 AM
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its a confusing post, I agree
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
IRonMaN
Level 15
12-07-2019
05:14 AM
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An anvil a day will clear that right up for you :hurtrealbad:
Slava Ukraini!
Slava Ukraini!
Payzerotaxes
Level 1
12-07-2019
05:14 AM
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it is confusing but thank you very much for looking at this post, I am taking your advice for the Advil and making the adjustment by overriding the figure
George4Tacks
Level 15
12-07-2019
05:14 AM
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@Payzerotaxes You had best not override a state tax refund and not report the Unemployment that is on the form.
I think you may be mixing up boxes 1 and 2.
I don't think your zero tax clients will really like the CP2000 that might be generated.
Here's wishing you many Happy Returns
I think you may be mixing up boxes 1 and 2.
I don't think your zero tax clients will really like the CP2000 that might be generated.
Here's wishing you many Happy Returns