previous years mass. state tax

[billr617]

I have a client with 2000 in 2024 mass. tax liability. Witholding was 1200, leaving a balance of 800. They

received a refundable child tax credit of 440 and wrote a check for 360.  In checking 2025 schedule a line 5a the software carried over 800 as the total mass tax paid in 2024 treating the child credit  on the 2024 as a  mass tax payment. Is the software doing something incorrectly as I don't think client should be deducting more than they paid. Any ideas? Thanks!

[IntuitVanessa A]

You are correct.  The SALT deductions are only allowed for the amount paid so the amount on Schedule A should be the actual amount they paid, and not include the child tax credit.  

To fix this, you can go to the federal carryover worksheet and manually adjust the amount from $800 to $360.

[billr617]

Thank you for the reply, what I am concerned about is a software error. How do I know what is being picked up as a carryover. Shouldn't it be taken from  the amount due line?  No idea where it got my figure.I have to be able to trust that carryovers are correct. Can't you fix this?

Thanks

[IntuitVanessa A]

I am unable to reproduce the issue you are seeing, but would like to take a deeper look.  If you could share a sanitized copy of the return by following the steps in this link that would allow us to further investigate. 

Also, please check your DM's for further instruction and once you uploaded your diagnostic copy, please reply in this thread.  

[billr617]

Thank you for the response. All you have to do is create a 2024 return (if not already created. Use a Mass. return that shows an amount owed before credits and insert either a child tax credit or senior curcuit breaker credit by creating schedule CB  or having a dependent under 11 to calculate a child credit. The software is taking the total tax owed before any credits and carrying over that amount as the amount paid with 2024 return,  onto the 2025 federal carryover worksheet,incorrectly overstating the state tax deduction. 

After speaking with tech support their answer was to manually fix it, just one of those "things" that happen. I cannot talk to anyone, email anyone  or communicate the error in any way. All CSR was able to say is that he could pass it on (can't tell me where) and someone can decide whether it's worth looking into but don't what will happen

How in the he** can that be a satisfactory resonse? It's like saying the software calculating that  2+2=5 but since we know the answer should be 4, just go fix it!  CSR's response was that I should check all the figures on every line to make sure they are right! Seriously! Why don't I just go back to hand calculating returns.. I have been with this company for 20+  years and am completely disgusted.  First that they don't even have an avenue to speak to someone, but more that they just don't care! How can a calculation error be minor? Should I have to calculate every number on the return to make sure it was done correctly? Seriously! Come on Intuit!  This is how you reat your customers!!!!!

[billr617]

Since pro series doesn't seem interested, here is what is going on. When preparing a federal return that has itemized deductions this year, and a Mass. return for 2024 that had a balance due, the software is not deducting the Senior Circuit Breaker Credit or Child Tax Credit given in 2024 from the  amount paid in additional state taxes for 2025 on the federal carryover worksheet for 2025.  Example; Total  2024 Mass . tax  before credits is $1,800.  W-2 wotholding is $1,200. Child Tax Credit of $440. Total due $160. Program is transfering the $600 figure (tax owed before credits) onto the federal carryover worksheet for 2025, resulting in too much in taxes being  calculated deducted for those under the SALT limit and able to  itemize.

   Tech support says they can't recreate the error. I must have a bad copy of the software!!!!!