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State tax refunds in the fiduciary module

Pwdeakins
Level 1

It appears that the trust module in Lacerte includes the whole state refund from the prior year into income, ignoring the tax benefit rule? Is there a fix to this? 

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1 Comment 1
George4Tacks
Level 15

Delete the amount. I do not see any other override.

While in Form view, find the entry and RIGHT CLICK to select "Jump to Input"

 


Here's wishing you many Happy Returns
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