How do I delete form 1099-G from 2016?

[nfnygaard]

ProSeries will not let me delete the form 1099-G from 2016. I don't have all the info for the form and do not need it for 2017.

[IntuitRichard · Accepted solution]

The program will create a 1099-G automatically if there is a state refund entered on the Federal Carryover Worksheet.  If that is the case, you would have to remove the state refund information to eliminate the Form 1099-G.  

[tinafernandezcpa]

When teh information transfers from the prior year as part of the carryover worksheet it auto fills on the 1099G I believe.  How can you eliminate the information in the carryover worksheet if you have completed the return after transferring the client data from the prior year.

[eva]

Related question: how do you edit the amount of the refund?  The State sent 1099-G with a lower amount than was calculated in 2016.  Thank you.

[rbynaker]

I just keep zooming in to numbers until I find it.  I think it comes from one of the carryover worksheets but I'm not in front of the software right now.  I had one today with a 2016 refund of let's say $950 - $50 use tax = $900 cash refund to taxpayer.  The right answer is $950 is the taxable refund amount that should carry over.  For some reason ProSeries went the wrong way and subtracted the $50 use tax from the $900 actual refund and carried over $850 of taxable refund to 2017. 😞  This is one of the returns I transferred fairly early in the season so I'm hoping it was just a glitch and has been corrected by now (fingers crossed).

Rick

[boroseva]

That is not my case. The program transferred the correct amount from 2016. The 1099G form is lower than the transferred amount.by $720.

[Skylane]

if you go to the state refund worksheet and double click on the amount (in column b) that is incorrect you will land on the federal carryover worksheet. Scroll to the bottom and you'll find the 2016 State tax refund that transferred from last year and which you can correct to match the state 1099G

[rbynaker]

I'd be concerned about the rest of the iceberg.  Why did the state change the refund amount?  Were the payments not recorded correctly (in which case there may be an overstated deduction on Sch A for 2016)?  Was the tax not calculated correctly (in which case what other clients may be impacted)?

[Skylane]

i've had this happen a bunch of times.... agree you should TRY to figure out the why...... but at the end of the day, I'd prefer to match the state 1099g than rely on my clients memory or explanation

[taxiowa]

And sometimes the state is correct.  Especially with state refundable credits which increased the refund.  Those credits were not deducted on the federal return a year ago.  So of course they do not have to be added back.  Bottom line is look at line 10 and see if the correct number is listed.

[eva]

@skyline - worked like a champ.  Thank you very much for this very usable information.

[taxes96786]

Perhaps a portion of the refund was for credits which are not taxable so the State didn''t include them in the 1099g.  Adjust the refund amount in the carryover box form.

[IRonMaN]

Click on the forms tab on the top of the page and then click "remove 1099-G Wks"