The 2017 State Tax Refund Info section on the carryover worksheet is telling me that the total overpayment cannot exceed the withheld or paid. When will this be fixed?

Forum|Forum|6 years ago
December 7, 2019
4 replies
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ProSeries Professional

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Best answer by Just-Lisa-Now-

On all clients? I have not seen that message on any client returns yet.

taxiowa

Level 8

Most if not all of these are because client received more money back on state than the state withholding. It is my belief and you can check the previous year, but most of those clients did not itemize. they are low income that got extra benefits from refundable EIC or child care credits on the state return. So check to see if they itemized on federal for previous year. If so override one of entries to match the other and move on to next return. I have probably had 40 of them already.

A

AmyM2075Author

Level 2

no, this client did not itemize and I am unable to override this on the federal carryover worksheet. can you assist further on how you did it?