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Level 3
December 7, 2019
Solved

Is anyone else having an issue with prior year state tax refund not showing as taxable when the client claimed itemized deductions in 2017?

  • December 7, 2019
  • 9 replies
  • 14 views
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Best answer by IRonMaN

Just because they itemized doesn't mean that they received a tax benefit from their state tax deduction.  Have you reviewed the calculations to see if the software is correct?

9 replies

IRonMaN
IRonMaNAnswer
Level 15
December 7, 2019

Just because they itemized doesn't mean that they received a tax benefit from their state tax deduction.  Have you reviewed the calculations to see if the software is correct?

Slava Ukraini!
Just-Lisa-Now-
Intuit Community Champion
December 7, 2019
do other preparers not go through the state & local refund worksheet by habit?  seems like were seeing lots of these posts this year, I don't remember seeing them in years past...or am I forgetting?
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪