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Income from state refund on trust returns

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Level 1

On the 2019 federal trust return, why is Lacerte not limiting the state tax refund to the $10,000 deduction taken?  This can be manually overridden, but is there some other reason they are not limiting the income to the deduction?

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Level 15

Handling of state tax refund is not a feature for this module. Use the override. 


ex-AllStar

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1 Reply 1
Highlighted
Level 15

Handling of state tax refund is not a feature for this module. Use the override. 


ex-AllStar

View solution in original post