Why is line 16 incorrect on my client's return. He called me on it and I checked 2022 tax tables-looks like he's right. What's going on with Proseries?

[IRonMaN]

Capital gains are involved?

[joggergirl123]

Just a small capital loss.  

[IRonMaN]

Qualified dividends?  Captial gain distributions?

[itonewbie]

Finally, we have a first this year.

[PATAX]

I have never had an error with this with Pro Series. Never. Pro Series does an excellent job with this. Iron Man is correct.

[dkh]

Go to line 16 click on the magnifying glass  - it will take you to the 1040 worksheet line 16 - right above line 16 is a Tax Smart Worksheet which indicates how the tax was calculated.    Is  Line1 Tax Table box checked or Line 4 Qualified Div / Capital Gains box checked  or something else ??

[dkh]

Also.... do you print all the worksheets with your client's tax return copy?  The Qualified Dividends / Capital Gain Tax Worksheet is probably in your client's paperwork.   It shows the detail of how tax was calculated.

[joggergirl123]

Thank you and apologies to all responders.  I didn't take the time to check out the worksheet before posting.  Crunch time and this guy was really ticking me off. 

[PATAX]

@joggergirl123 that's okay. The PITA clients know how to get to us. Go take a jog and let some steam off. Take your dog with you if you have one.🐕☝

[abctax55]

@joggergirl123    Is he an engineer?   

I'd fire his a.s.s   - life is too short.

One of mine just challenged why the 'math' on the F 8879 was 'wrong', not deducting the FIT withheld correctly.  Well, that's cuz you refuse to pay your estimates so there's a penalty that isn't reflected on the F 8879 as it is just a summary page.  How about looking at page 2 of the F 1040.  Or, better yet - pay the estimates?  Or even better yet... go away 🙂   

T G I F !!

[PATAX]

@abctax55 you hit the nail on the head. Like a PITA client was asked: "If you know so much, then why don't you do your tax return yourself?"

[abctax55]

@PATAX 

I just used a version of that.

Client - why is refund less?

Me - no EIC this year, tax law changed, your income is higher, withholding increase didn't track the increase in wages, yada, yada.

Client -  the ?? here in the office says I should get it (EIC)

Me - perhaps she should do your return?

Seconds of dead silence, that I did NOT try to make less awkward.

I can't charge enough to put up with this crap, on a simple return, at the end of March.  You either trust me, or you don't. 

[joggergirl123]

Yes, exactly.  Don't second guess something you know nothing about!  I put myself on call 24/7 but not anymore. Learning to set boundaries.

[PATAX]

@joggergirl123 the more that you do for them the more they will take advantage of you.

[taxes96786]

abctax...my response to PITA clients is "you are perfectly welcome to take your return elsewhere if you are not happy with my services. I will put a note on your file not to contact you next year."