2025 Carryover worksheet

[pcrubingercpa]

I'm finding that when I transfer a client from 2024 1040 to 2025 1040, the state section of the carryover worksheet is picking up the TOTAL state taxes paid in 2024, NOT just the payments made after 12/31/24. This is causing an overstatement of the state taxes paid on Schedule A.  Is there a fix coming or does each client's file have to be corrected?

[Terry53029 · Accepted solution]

Most of us wait until January to transfer clients due to errors in early release of the program. If you have already transferred clients I suggest you delete them, and wait until  mid January before transferring them again. I personal wait until client makes appointment before transferring.  

[Just-Lisa-Now-]

have the states involved had their program s installed yet?  If not, that may be why.

But as previously posted, seasoned users of ProSeries have learned its better to transfer clients in as late in January as you can manage, less chance of transfer bugs that havent been worked out...I personally only transfer a client in until Im ready to work on their return, keeps Homebase much more manageable with only returns that re "in motion" on the screen..