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State tax refund is not being added to 1040

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Level 1

The state tax refund is on the state tax refund worksheet but it does not make it to the 1040

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Level 15

The problem was corrected back in January.

There was an alert issued on 11/26.  The only problem with issuing alerts, if folks don't read them, they are pretty useless.

You can either manually check the correct box on each return, or for returns that you haven't worked on yet, you can delete the returns and transfer them again to correct the issue.

ex-AllStar, ex-Lutefisk taste taster, ex-ACME product tester
and ex marks the spot where those rocks and anvils hit me.

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Level 15

The problem was corrected back in January.

There was an alert issued on 11/26.  The only problem with issuing alerts, if folks don't read them, they are pretty useless.

You can either manually check the correct box on each return, or for returns that you haven't worked on yet, you can delete the returns and transfer them again to correct the issue.

ex-AllStar, ex-Lutefisk taste taster, ex-ACME product tester
and ex marks the spot where those rocks and anvils hit me.

View solution in original post

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Moderator
Moderator

Development is looking into this issue. 

If the Income Taxes box is not checked on Line C of the State and Local Income Tax Refund Worksheet and it should have been then you would want to check that. 

If you are sure the full prior year refund should be taxable this year you can skip making the manual adjustment and just check the box below line 4 for "Use this worksheet to complete taxable refund amount? - If no, skip this Smart Worksheet. Total refund from Line 1 column (b) will be reported as income." 


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This is an important glitch in the software this year that needs immediate correction.  I just realized that, for all of the returns I have completed this year where there was a state refund reported, the State and Local Income Tax Refund Worksheet is showing that the taxpayer deducted general sales taxes on their 2017 return instead of Income taxes (Box 2 is clicked for Line C instead of Box 1), even when this was not the case at all.  As a result, the state refunds are not being calculated as taxable income and the taxpayer's final liability is smaller than it should be.

Two questions:

1) Why has this problem not been corrected?

2) Why has Intuit not immediately notified all Proseries users of this important glitch and the need to manually override this default sales tax box click?
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Level 11
Level 11
Look above @IRonMaN response. His response is dead on. If I could advise in the future, I would say visit the forum often during the tax season as many do post these issues and had you known, you could've avoided this issue. Good luck with the rest. :smile:
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I take your point here, but like everyone else here, I pay for this software and I don't think it is an unreasonable expectation that errors like this not occur in the first place.  It shouldn't be my job to visit this forum every day to learn about errors others have detected in the software program.  
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Level 8
Early birds get bit.  I saw here the messes caused by today's update, so I have held back until maybe Thursday other users report no problems.  I'm still working returns; but I will hold back on efiling them until things look safer and I can update.
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Level 15
jofijohnjoseph - I don't know about you but I have made at least one or two mistakes in my life.  Software is never perfect, there are going to be midcourse corrections.  When was the last time Microsoft ever issued an operating system that never required an update.  Apple phones?  Never seen an update there?  An alert was issued on this issue way back in November.  If you didn't read the alert that flashed when you opened up the software after that date, looks like you can notch up one error for yourself along with the rest of us.
ex-AllStar, ex-Lutefisk taste taster, ex-ACME product tester
and ex marks the spot where those rocks and anvils hit me.
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Level 11
Level 11
I seem to be fairly safe so far from these update snafu's. Thank god!! But I agree, holding off on updates these days seem to be the safest bet. I do same with my iPhone updates in case of bugs. Seems their programmers are tripping over their own feet every update, breaking this or that. Weird.
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