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Level 2
December 7, 2019
Solved

ALERT, Anybody notice the transfer of prior year state refunds (if itemized) are not transfering as taxable. The program is marking the taxes deducted as general sales.

  • December 7, 2019
  • 2 replies
  • 14 views

I notified proseries, but only after filing several returns. The program falsely classifies prior year tax payments on the 1099g worksheet as box c2, general sales taxes, you must manually check box c1 to get the refund to be taxable, it itemized in the prior year. Nice going proseries. 

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Best answer by TAXOH

They fixed this.  But it didn't fix returns that were already transferred,  only returns transferred after the fix.  

2 replies

dclearyea
Level 2
December 7, 2019
Same here.  Several filed before I caught it.  
TAXOH
TAXOHAnswer
Level 10
December 7, 2019

They fixed this.  But it didn't fix returns that were already transferred,  only returns transferred after the fix.  

Intuit Community Champion
December 7, 2019
Yes, this was fixed back in December/Jan. You needed to re-transfer your clients.