Calculation error in software

Forum|Forum|2 hours ago
July 7, 2026
1 reply
11 views

I have discovered a software calculation error on schedule A regarding the SALT deduction. It applies to Mass. returns. There is a line that carries forward the amount of state tax paid with prior years’ return as an additional SALT deduction. However, the software is taking the prior years’ amount owed before state tax credits are applied thereby deducting too much as additional state tax paid for prior year.

When I talked to tech support they could not direct me to anyone that could help and said that I was ultimately responsibe to make sure numbers were correct.

Since this is a clear software issue why can’t it be fixed?

I am a 22 year userof Pro Series and have never witnessed such disregard for the customer!!!

If any one is actually monitoring these boards please help!!!

ProSeries Professional

Taxes-by-Rocky

Level 7

Bill,

Not sure if this helps but….

Match up the amounts feeding into the ‘SALT’ work sheet (e.g., Line 5K of the Smart Worksheet and Line 5a on Schedule A) with the amounts reported on the “State and Local Tax Deduction Worksheet” that supports Schedule A, Line 5. Then, trace those amounts to the bottom of the “Tax Payments Worksheet” (see “Prior Year Taxes Paid in 2025”) and, subsequently, to the 2024 state tax amounts reported at the top of the Federal Carryover Worksheet. The “2024 State Taxes Due Information” on that Federal Carryover Worksheet should come from the 2024 MA return (after credits - Box 54 on Form 1 - as being paid in 2025). Unless, of course, it wasn’t paid in 2025 for the 2024 tax year, or if you’re dealing with PTET credits which may be a different issue (in which case you might check for the 10% MA ‘skim’ on such payments).

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