Skip to main content
Level 5
April 2, 2023
Question

Entering Prior Year Information - State Refund After Itemizing Deductions

  • April 2, 2023
  • 1 reply
  • 10 views

In 2021 a taxpayer had a state refund after itemizing deductions.

The return was not prepared in ProConnect.

Where can this information be entered in ProConnect to ensure the proper taxation of the state refund?

This topic has been closed for replies.

1 reply

George4Tacks
Level 15
April 2, 2023

First determine if the refund is taxable. https://proconnect.intuit.com/community/proconnect-tax-discussions/discussion/re-ca-state-tax-refund-taxable-nontaxable/01/258345#M26252

If so, input the amount of taxable refund. You can most easily find that by using Check Return and find the line it goes on, then click on that line. 

 

Answers are easy. Questions are hard!