Interest Income

Forum|Forum|3 years ago
July 18, 2022
1 reply
7 views

Actual 2021 Interest Income was not carried forward from the TY 2021 return in the Investment Income section.

Intuit Tax Advisor

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Intuit_Marisol

Moderator

Thank you for your valuable feedback I have tested transferring interest income to ITA, it seems to be flowing correctly now. Please retest We will reach out for further information

C

chrissikoraAuthor

Level 3

How do I retest? As per the post by Edgar ITA (Moderator) a week ago on this forum, I deleted the 2022 Plan that did not have interest income flowing through from 2021. Edgar's post said once you create a tax plan for a client, you can create as many tax plans for that specific client that you want because deleting the tax plan does not delete the client from the client selection. So I deleted the plan without interest to retest and ITA deleted the entire client. How do I get that client credit back so that I can retest the fix?

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Intuit_Marisol

Moderator

Thank you for responding! You can create a tax plan for the same client , without using a credit. on the top right in ITA click on Create Tax plan>In select a client choose that client, this will create a new plan, check for the interest income.

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