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Level 2
September 28, 2020
Solved

Income from state refund on trust returns

On the 2019 federal trust return, why is Lacerte not limiting the state tax refund to the $10,000 deduction taken?  This can be manually overridden, but is there some other reason they are not limiting the income to the deduction?

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George4Tacks
Level 15
September 28, 2020

Handling of state tax refund is not a feature for this module. Use the override. 

Answers are easy. Questions are hard!

1 reply

George4Tacks
Level 15
September 28, 2020

Handling of state tax refund is not a feature for this module. Use the override. 

Answers are easy. Questions are hard!