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Am I the only one where the taxability of state refunds is calculating incorrectly? Told PS about this on Feb 2 but still no fix?

cindy3
Level 1

How much state refund is taxable is not calculating correctly.  I am hand calculating the amount and then having to change the PS numbers which is all or none.  The default is none.  Is this another Alabama thing? ( yes we still do not have final forms we can print)

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Just-Lisa-Now-
Level 15
Level 15

Is this the glitch you're referring to?  or something else?


There was a problem with the state refund worksheet for client files that were transferred into 2018 early in the season. They all transferred over as general sales tax, not state income taxes when it needed to be.

You need to either open the state tax refund worksheet and unmark the General Sales Tax box and mark the Income Taxes box if thats what the client used in 2017, or for clients that you have not worked on yet, simply delete the file and re-transfer in from 2017.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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Just-Lisa-Now-
Level 15
Level 15

Is this the glitch you're referring to?  or something else?


There was a problem with the state refund worksheet for client files that were transferred into 2018 early in the season. They all transferred over as general sales tax, not state income taxes when it needed to be.

You need to either open the state tax refund worksheet and unmark the General Sales Tax box and mark the Income Taxes box if thats what the client used in 2017, or for clients that you have not worked on yet, simply delete the file and re-transfer in from 2017.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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