Skip to main content
Level 4
December 7, 2019
Solved

Why didn't the program include state refunds from '17 as income for the '18 returns?It does for some clients and not others. Everyone itemized in 2017.

  • December 7, 2019
  • 8 replies
  • 22 views
No text available
This topic has been closed for replies.

8 replies

Just-Lisa-Now-
Intuit Community Champion
December 7, 2019
Level 7
December 7, 2019
this problem has been reported for a LONG TIME.  you should always check here as first resource (safety check) BEFORE using ProSeries.  If you transferred early, it's a problem.
JRC
Level 7
December 7, 2019

If you transferred your 2017 clients early in the year you will have this problem with State refunds not calculating correctly on the "State Refund Worksheet". You can either correct each client in the State Refund Worksheet (Line C 1 should be checked) or transfer your clients again from 2017. To correct each client you will need to select the "State Tax Refund Worksheet".