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Level 3
December 7, 2019
Solved

State Refund Worksheet incorrect transfer of prior year information - sales tax box checked in error.

  • December 7, 2019
  • 2 replies
  • 21 views

On transfer from 2017 to 2018, State Tax Worksheet box C2 - general sales tax is checked when C1 state and local tax should be checked.  This results in no inclusion of state refund in error.

This topic has been closed for replies.
Best answer by Just-Lisa-Now-

That was a bug earlier in January when you transferred clients in too early.  Its been fixed now.

Delete and retransfer the client(s) to fix that issue.

2 replies

Just-Lisa-Now-
Intuit Community Champion
December 7, 2019

That was a bug earlier in January when you transferred clients in too early.  Its been fixed now.

Delete and retransfer the client(s) to fix that issue.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Accountant-Man
Level 13
December 7, 2019

Or just check the correct box.

If you have a lot, I suggest deleting 2018 files and re-transferring.

** I am "Elevating with Intention!"