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1099-G Detail

Level 1

The program generates errors in the 1099-G if a taxpayer receives a state refund for the prior year.  If a taxpayer does not itemize, the state often does not issue a 1099-G.  Therefore, the tax preparer does not have the information to complete the form.  In my home state, I generally have that information from at least one client.  However, if a taxpayer has a refund from a state the preparer is not familiar with, the information is not available and there is no way to clear those errors.  With errors, e-filing is not possible.

2 Comments 2
Level 15

The software really has no need for the EIN, if there is no withholding. 

PS could develop a listing such as ATX community did at https://www.atxcommunity.com/topic/14415-please-provide-your-states-ein-and-address-that-would-be-sh...

https://proconnect.intuit.com/community/proseries-tax-idea-exchange/various-state-s-dept-of-revenue-... is a similar post.

Here's wishing you many Happy Returns
Level 14
Level 14

In ProSeries, if you did last years return the 1099G is filled out with state refund and year automatically. If client did not itemize last year you do not put any info on form, and there are no errors generated. The EIN is not entered by PS or you.  

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