Calculation error in software

Bill,

Not sure if this helps but….

Match up the amounts feeding into the ‘SALT’ work sheet (e.g., Line 5K of the Smart Worksheet and Line 5a on Schedule A) with the amounts reported on the “State and Local Tax Deduction Worksheet” that supports Schedule A, Line 5.  Then, trace those amounts to the bottom of the “Tax Payments Worksheet” (see “Prior Year Taxes Paid in 2025”) and, subsequently, to the 2024 state tax amounts reported at the top of the Federal Carryover Worksheet.  The “2024 State Taxes Due Information” on that Federal Carryover Worksheet should come from the 2024 MA return (after credits - Box 54 on Form 1 - as being paid in 2025).  Unless, of course, it wasn’t paid in 2025 for the 2024 tax year, or if you’re dealing with PTET credits which may be a different issue (in which case you might check for the 10% MA ‘skim’ on such payments).

Thanks! I know how to fix it but I can't understand why the software can't be corrected. It is clearly taking an amunt from the wrong line.  I shouldn't have to check every item that is carried over. Makes me wonder what other software  errors  are hidden. Should I be calculating the tax due for example. To make sure that is correct? ll they have to do is take the number from the correct line tax after credits. Seems simple!!??