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Y
YJCPA
Level 2
June 13, 2025
Question

How to adjust the State Tax Refund income item in Tax Advisor

  • June 13, 2025
  • 1 reply
  • 9 views

Issue 1: In the 2024 Baseline Year, the State Tax Refund isn't showing up in any row, but it is being added to the Total Income.  Therefore, the report, as it displays/prints, does not foot.  Issue 2: The 2024 state refund amount is also being used in the 2025 Planning Year - we need to be able to update this number since it will always be different than the 2024 amount.  Thank you!

1 reply

Intuit_Kallana
Intuit_Kallana
Level 7
July 9, 2025

Your suggestion has been passed on.  However, in the interim, if you change the pre-strategy baseline setting to the state, under the Adjusted Gross Income section you can use the Subtractions adjustment (included in Other subtractions) field to make adjustments to account for the differences in the State income tax refund for the 2025 Baseline.  That field allows for both positive and negative entries.

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