Why does the program on the schedule 1-line 10 "State and Local Income Tax Refund Worksheet" question C default to the #2 answer of "General Sales Tax Box 5B"?

[JOHNNYMAC]

Why does the program on the schedule 1-line 10 "State and Local Income Tax Refund Worksheet" Part I, question C default to the #2 answer of "General Sales Tax on 2017 schedule A, Box 5B" when the actual 2017 return used answer #1 "Income taxes on 2017 schedule A, box 5a"?  This incorrect carryforward from 2017 to 2018 (should be answer 5a, not 5B) will result in the tax refund failing to be recorded as taxable.  You must manually change the answer for the return to calculate correctly.

[IRonMaN · Accepted solution]

You missed the big alert that was issued on 11/26/18 telling everybody there was a glitch with the transfer process.  It was fixed the first part of January.  But if you transferred files before the fix, you would find the issues you are finding.  You can either re-transfer clients you haven't worked on yet or continue to manually correct the issue.

[taxiowa]

I do read the alerts but some are not noteworthly.  Like the ones to make sure you attend the ask a question thread.  Or the one today something about IRA conversion to Roth was creating penalty.  None of mine do.  If the 1099R is coded incorrectly to a "1" no known exception, then they would because you have to go into 5349 or whatever that form is.  No known exception is just that.  You have to provide your exception on that whatever form.  Conversions to Roth are supposed to be coded "2", so contact the issuer to correct 1099R or use that whatever form to explain.