Clients received 2018 1099-G for Tax Year 2017 @ $2,178.88 we submitted in 2017 1099-G @ $2,094. Can anyone explain why there is difference current 2018 and 2017?I

[sjrcpa]

Below the sort of cryptic question you posed, there is plenty of room to add more info.

[IRonMaN · Accepted solution]

The state changed the return for something?  Did the client get a notice of the change?  Or, did the software get updated between when you prepared the return and it was transmitted?  What does your 2017 software now show for the refund.  I assume when you say 2017 1099G you mean the 2017 state refund?

[Payzerotaxes]

Thanks for your response.  As you know Proseries will carry forward the information from the previous year.  The 1099-G for Unemployment total for the 2017 was $2414 but when I opened Proseries for the 2018 Tax Yr., the 1099-G for this client, carry forward amount showed $2094,  Each year in the past, the amount from the previous year automatically carried forward the amount from the previous year.  What really confuses me is that my client received a 2018 1099-G from CA that indicates the following: box 2 $2,178.88 and box 3 tax year (2017).  Why isn't $2414 showing on the 1099-G for 2018?

[Just-Lisa-Now-]

$2178.88 is an odd amount for a refund on a 1099G

You can go to the Federal carryover worksheet (scroll to near the bottom) to make an adjustment if the amount carried over from last year is wrong.

[Just-Lisa-Now-]

You understand the unemployment and state tax refunds are reported on the same type of 1099g form but are completely separate things, right?

[Payzerotaxes]

yes I understand they are different, gong to take your advice and make the adjustment

[Just-Lisa-Now-]

"why there is difference current 2018 and 2017?"

The refunds were different amounts each year?

[Payzerotaxes]

Lisa, thank you so much for your time, I am going to override the amount and put what the 1099-G says for State Income Tax.  Have a wonderful day.  I was reading some notes, and apparently this has happened before.

[George4Tacks]

If your client pays zero taxes, I don't see any way the two numbers can be different.

[chasetax]

i am a bit confused--you said they received UNEMPLOYMENT on a 1099-G in prior year(2017)--why would that change. i think maybe your are confusing 1099-G's -- unemployment and refunds?

[Just-Lisa-Now-]

its a confusing post, I agree

[IRonMaN]

An anvil a day will clear that right up for you  :hurtrealbad:

[Payzerotaxes]

it is confusing but thank you very much for looking at this post, I am taking your advice for the Advil and making the adjustment by overriding the figure

[George4Tacks]

@Payzerotaxes You had best not override a state tax refund and not report the Unemployment that is on the form.
I think you may be mixing up boxes 1 and 2.
I don't think your zero tax clients will really like the CP2000 that might be generated.