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Where do I enter state taxes for the Schedule A, line 5 in ProConnect Tax?

by ProConnect Tax Online Updated 5 months ago

ProConnect Tax will automatically populate the Schedule A, line 5, with state and local tax withholding entered on income screens and state estimates entered as paid.

The program will also calculate the allowable sales tax deduction based on the client's state of residency.

To enter additional state or local taxes:

  1. From the Input Return tab, go to Deductions Itemized Deductions (Sch A).
  2. Select the Taxes tab.
  3. Enter the tax amounts in the applicable fields.

Items automatically included for Schedule A, line 5:

  • State and local income tax withholding from a W-2, 1099-R, Partnership K-1, S-Corp K-1, 1099-INT, 1099-DIV, dispositions, 1099-G, and 1099-MISC
  • State and local refunds applied and estimates entered as paid on the Payments, Penalties & Extensions, 2023 Estimated Payments screen
  • Sales taxes calculated per the optional tables (based on the resident state selected on the General, Client Information screen)

To get overrides for local tax rate:

  1. From the Input Return tab, go to Deductions  Itemized Deductions (Sch A).
  2. Click on the Taxes tab, then scroll to the Optional Tables section.
  3. Make an entry in Local rate (for computing local taxes) (.xxxxxx) [Override] under Location on 12/31/202X
  4. Make an entry in Local rate (for computing local taxes) (.xxxxxx) under Prior Location if applicable

​​​​​​​Related topics:

ProConnect Tax

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