FYI, Proseries has a serious glitch on the State Tax Refund Worksheet in the 2018 program.

Forum|Forum|6 years ago
December 7, 2019
2 replies
8 views

FYI, Proseries has a serious glitch on the State Tax Refund Worksheet in the 2018 program. Be sure to look at Line C of the 2017 Federal Form 1040 Information Smart Worksheet: If taxpayer claimed income taxes on Line 5 of the 2017 Schedule A, Proseries is erroneously marking the sales taxes box instead. So you will end up not reporting a taxable state refund if you rely entirely on Proseries...

ProSeries Professional

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Best answer by Just-Lisa-Now-

If you transferred your clients in early, before mid January, the files had the "bug".

You can delete any client files you haven't worked on yet and retransfer them from 2017 and it wont be an issue for those files.

Just-Lisa-Now-

Answer

Intuit Community Champion

If you transferred your clients in early, before mid January, the files had the "bug".

You can delete any client files you haven't worked on yet and retransfer them from 2017 and it wont be an issue for those files.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

D

djmichaelAuthor

Level 3

Thanks. I always transfer all clients at once. It's now way too complicated to pick and choose and delete and re-transfer some but not others. Talk about a nuisance...

TAXOH

Level 10

This was fixed in an update so transferred clients now are correct. It will be wrong if you transferred before the update.

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