Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProSeries Tax
- :
- ProSeries Tax Discussions
- :
- My client paid tax owing in Oregon in 2020 and now we need to amend the return. There is no where to put the $$ paid to get it back.
My client paid tax owing in Oregon in 2020 and now we need to amend the return. There is no where to put the $$ paid to get it back.
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
utah-arizona-ta
Level 7
04-02-2022
05:45 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
My client did not send me their property taxes paid in 2020 and since they were to their $10K max I didn't ask. I found out this year that they do deduct from Oregon. (the only Oregon client I have). So I told them I would file an amended return. The paid $398 in OR tax last year and the property tax added in gives them a refund of $288, but that does NOT include the $398 the paid. I did the math 3 times. I cannot find anywhere on the 540 or the amendment worksheet where to put that $398 that was already paid and should be returned. It just shows the refund from their tax liability minus their withholding. I have spent more time on this reading OR pubs and searching online then I will be getting in a fee. But....things like this bug me. There has to be somewhere to add it so they get their refund plus the $398 they paid last year. Their tax liability went down by $686 and it is only showing the $288 refund. HELP! What am I doing wrong or what am I missing?
Labels
