Proseries is not including taxable state refunds income on 2018 returns

Forum|Forum|6 years ago
December 7, 2019
4 replies
28 views

No text available

ProSeries Professional

This topic has been closed for replies.

Best answer by abctax55

It has been a topic of discussion for a while:

https://accountants-community.intuit.com/questions/1799021-fyi-state-tax-refund-worksheet-defaulting...

abctax55Answer

Level 15

It has been a topic of discussion for a while:

https://accountants-community.intuit.com/questions/1799021-fyi-state-tax-refund-worksheet-defaulting...

HumanKind... Be Both

FTAXAuthor

Level 5

Dammit. I did transfer in December, saw the notice, deleted and then retransferred early in January, but obviously too soon. Ridiculous it took them so long to fix that. Thank you.

L

liz11364

Level 3

In the ProSeries application click on Where Do I Enter? Click on State Tax Refund Worksheet. Scroll down to Question C. The program automatically checked #2 General sales taxes (2017 Schedule A, box 5b, was checked). Click on #1 Income taxes (2017 Schedule A, box 5a, was checked) if the taxpayer deducted state income taxes on their 2017 Federal tax return as such. This resulted in reported the 2017 state income tax refund correctly on taxpayer's 2018 tax return.

Sign up

Login with SSO

Let's get you signed in

Login with SSO