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Level 7
December 6, 2019
Solved

Why is ProSeries checking the GENERAL SALES TAX box on all State Refund worksheets - WHY??

  • December 6, 2019
  • 14 replies
  • 47 views

Why is ProSeries checking the GENERAL SALES TAX box on all State Refund worksheets in the 2018 software??? Most of our clients deducted the state income tax on their 2017 Schedule A, but for some reason Proseries is checking the GENERAL SALES TAX on the 2018 State Refund worksheet.

Because the GENERAL SALES TAX box is checked on the State Refund worksheet, the State Tax Refund is NOT flowing through to the 1040.

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Best answer by AshleyatIntuit

Please note most (if not all) forms are not final and will go thru several updates before they are ready.

14 replies

AshleyatIntuit
Level 9
December 6, 2019

Please note most (if not all) forms are not final and will go thru several updates before they are ready.

Level 7
December 6, 2019
Roget that! While we're at it....it a small thing, but when I select F6 to bring up forms and then type in "1" it takes me to the 1040- Wksht. If I arrow down the cursor remains on the 1040 Wksht (it shouldn't). If I arrow down a second time, then the cursor moves. Any reason why two key strokes are required? Never had to do that in the past year's software.
Employee
December 6, 2019

The unexpected behavior regarding the 2018 State Refund Worksheet has been resolved with the latest release of ProSeries. Please update the ProSeries program, and re-transfer the clients affected from the previous year.

Just-Lisa-Now-
Intuit Community Champion
December 6, 2019
I noticed it was fixed without re-transferring...are you sure that needs to be done?
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
IRonMaN
Level 15
December 6, 2019

"Why is ProSeries checking the GENERAL SALES TAX box on all State Refund worksheets in the 2018 software???"

Because everybody is clamoring to see the newest version of the software so Intuit makes folks happy by providing a version that isn't ready for prime time.

Slava Ukraini!
Level 7
December 6, 2019
That could be (having used ProSeries for almost 25 year) but I wanted to make sure they were aware and see if others are also seeing the same thing. Are you also seeing this on your end?