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Level 2
December 7, 2019
Solved

Why does the W2G show ERROR messages when the client does not itemize deductions? Red error or omission indicators should not review as an error.

  • December 7, 2019
  • 4 replies
  • 22 views

While filling in return for client from prior year with a state refund. W2G indicates omission errors even though the W2G is not necessary.
Client did not itemize the prior year and thus the state refund is non-taxable.
Red omission indicators should not appear.

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Best answer by Accountant-Man

W2G is for gambling winnings. It has nothing to do with state refunds.

4 replies

Accountant-Man
Level 13
December 7, 2019

W2G is for gambling winnings. It has nothing to do with state refunds.

** I am "Elevating with Intention!"
hfrashierAuthor
Level 2
December 7, 2019
The W2G is also for reported refunds and also for unemployment reporting.  The issue I asked about was being created by a carry forward worksheet being generated  to show there was a prior year state tax refund. The program was assuming the refund was taxable even though the client did not itemize the prior year.
Accountant-Man
Level 13
December 7, 2019

Second person to remind you that 1099 G is for state refunds and state unemployment income. W2G is for gambling. 

** I am "Elevating with Intention!"