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Level 1
June 8, 2020
Question

State tax refunds in the fiduciary module

It appears that the trust module in Lacerte includes the whole state refund from the prior year into income, ignoring the tax benefit rule? Is there a fix to this? 

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1 reply

George4Tacks
Level 15
June 8, 2020

Delete the amount. I do not see any other override.

While in Form view, find the entry and RIGHT CLICK to select "Jump to Input"

 

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