Is ProSeries planning on fixing the State Refund Worksheet's default to Income Taxes as it was for the past 12 years, instead of the current default, which is sales tax?

Forum|Forum|6 years ago
December 7, 2019
1 reply
20 views

Taxable prior year state refunds are not coming over as taxable in 2018, as they did in years past.

ProSeries Professional

This topic has been closed for replies.

Best answer by Just-Lisa-Now-

They fixed it back in January. If you transferred your clients files into 2018 early before the fix, they didn't get fixed.

You can either delete and retransfer the clients you haven't worked on yet (so they are fixed), or you'll have to mark the box correctly on the state refund worksheet for each return.

Just-Lisa-Now-

Answer

Intuit Community Champion

They fixed it back in January. If you transferred your clients files into 2018 early before the fix, they didn't get fixed.

You can either delete and retransfer the clients you haven't worked on yet (so they are fixed), or you'll have to mark the box correctly on the state refund worksheet for each return.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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