Suggestions for info carryover from prior year

Forum|Forum|4 years ago
December 21, 2021
2 replies
9 views

1) This one annoys a lot, unless I'm missing something: The state COUNTY name. I'm filling these in now, and it takes many hrs. I often need to open 2020 return to see which county client lives in.

2) Twice I've made the mistake of overlooking social security benefits, as did the client. I wish it glowed pink.

ProSeries Professional

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Best answer by BobKamman

I never make mistakes, except that one time when I input the husband's SS but not the wife's. So we would need a warning on the worksheet, not just on the 1040.

dkh

Level 15

Which state? County info carryovers for Indiana returns.

G

GretaAuthor

Level 7

My state is Virginia. Many addresses I'm not familiar enough to know their county, so I've been opening the prior year's return so I can to enter the county ahead of tax season to save crunch time. W/o face-to-face meetings during Covid; I can't just ask the client. I do not believe in sending out client questionnaires to fill out.

Just-Lisa-Now-

Intuit Community Champion

We have to enter a county for CA returns now too, I just google their zip code for people Im not sure what county they live in....the county carries over from year to year though.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Accountant-Man

Level 13

If they had SS last year, why are you over looking it this year?

** I'm still a champion... of the world! Even without The Lounge.

G

GretaAuthor

Level 7

I goofed. Apparently I didn't carefully compare with prior year. It doesn't ever happen with Sch B entries or Form 1095 because they glow red. That would be nice for SS to avoid occasional (hey, twice in 4 decades) errors. Omitting SS benefits is a big error.

BobKammanAnswer

Level 15

I never make mistakes, except that one time when I input the husband's SS but not the wife's. So we would need a warning on the worksheet, not just on the 1040.

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