Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Income from state refund on trust returns

Brenda M
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?

0 Cheers

This discussion has been locked. No new contributions can be made. You may start a new discussion here

1 Solution

Accepted Solutions
George4Tacks
Level 15

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


Here's wishing you many Happy Returns

View solution in original post

1 Comment 1
George4Tacks
Level 15

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


Here's wishing you many Happy Returns