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ljr
Level 9
December 7, 2019
Solved

Client itemized in 2017 & used income tax. refund is not flowing to 2018 as taxable. State refund worksheet has sales tax check for prior year-Why not correct?

  • December 7, 2019
  • 2 replies
  • 8 views
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Best answer by Just-Lisa-Now-

Any returns you haven't worked on yet, just Delete and retransfer in from 2017 and they will be fixed.   The others you have to open the State refund worksheet and check the proper box.

2 replies

Just-Lisa-Now-
Intuit Community Champion
December 7, 2019

Any returns you haven't worked on yet, just Delete and retransfer in from 2017 and they will be fixed.   The others you have to open the State refund worksheet and check the proper box.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
TAXOH
Level 10
December 7, 2019

If you transferred your clients early that is why.  This was fixed with an update early in the season.  Returns transferred after the update are correct.