Hi @CovingtonCPA ,

The final year deduction for box 11, code B, is not fully automated the way that codes A, C, and D are.

The amount reported in code B should be entered on the appropriate line of the Schedule A - the fiduciary should provide a statement describing the types of deductions. My understanding is that under TD 9918 these non-miscellaneous deductions retain their character, so they may not always need to go to line 16, and ProSeries doesn't have enough info to populate the deductions in the right place automatically.

The area on the Schedule A line 16 worksheet where you're seeing the amount transferred is actually part of the worksheet that's for state use only, to calculate miscellaneous deductions subject to the 2% limitation for those states who don't conform to the Tax Cuts and Jobs Act. The 2% miscellaneous deductions can't be taken on federal returns anymore.

- Rebecca