Is the Pro Series State and Local Income Tax Refund Worksheet accurate? All refunds seem to be showing up as non taxable, even when they should be taxable.

[paul2]

Specific problem seems to be that line 5 of the Tax Refund Worksheet is always posting a "0", even though there was indeed an entry on line 5 of the Schedule A for 2017

[Just-Lisa-Now- · Accepted solution]

There was a problem with the state refund worksheet for client files that were transferred into 2018 early in the season. They all transferred over as general sales tax, not state income taxes when it needed to be.  

You need to either open the state tax refund worksheet and unmark the General Sales Tax box and mark the Income Taxes box if thats what the client used in 2017, or for clients that you have not worked on yet, simply delete the file and re-transfer in from 2017.

[preparedacct]

Thanks, Lisa.  Way to go Proseries...  Were people somehow notified of this?

[Just-Lisa-Now-]

Back in the end of November there was an alert...the problem seemed to hang around longer than that though.  IN the future its best to wait as long as possible before transferring in your client returns....seems like each year there's some weird transfer omission.

[IRonMaN]

Very few people were notified because evidently very few people read the alerts that Intuit releases.  

[josephfolsomcpa]

I have also noticed that a lot of my client's South Carolina 2017 refund amounts are not transferring over to the 2018 program correctly.  The transferred refund amounts are not correct.  I have had to manually correct them on the carryover worksheet.  This problem has not been fixed as of today even after transferring a 2017 file to the 2018 program.