Question
Requiring 1099-G info for prior year refund for e-filing certain states
I thought I posted this earlier, but don't see it. I have a client who received a refund from IA, but no 1099-G will be issued (per the IA website) because she didn't itemize in 2019. ProSeries is giving me error notices that I must enter the information from the 1099-G for e-filing. I checked the information on that line in the software and there are several states listed where it is mandatory for e-filing, but IA is not one of them. Anyone know of a workaround short of clearing the refund line in the state & local tax refunds section?
