Massachusetts 1099-G state tax refund

Forum|Forum|3 years ago
March 7, 2023
3 replies
31 views

My client does not have to report Mass. state tax refund from last year. But ProSeries generates errors for not providing Federal Tax TIN and address on the form 1099-G which my client did not receive. What should I do ?

Thanks

ProSeries Basic

This topic has been closed for replies.

Best answer by Just-Lisa-Now-

If they didnt itemize last year and that refund isnt income this year, just go to the Carryover Worksheet and delete the refund amount.

itonewbie

Level 15

Bookmark this site. It has what you are looking for:

https://www.atxcommunity.com/topic/14415-please-provide-your-states-ein-and-address-that-would-be-shown-on-1099gs/

---------------------------------------------------------------------------------Still an AllStar

itonewbie

Level 15

Ah, I see you have a slightly different problem. Perhaps try entering the EIN and see if this can at least get rid of the diagnostic?

---------------------------------------------------------------------------------Still an AllStar

Just-Lisa-Now-

Answer

Intuit Community Champion

If they didnt itemize last year and that refund isnt income this year, just go to the Carryover Worksheet and delete the refund amount.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

itonewbie

Level 15

@Just-Lisa-Now- Think you may have misread the question. This is about the impact of S/D on investment interest carryover. 😅

---------------------------------------------------------------------------------Still an AllStar

Just-Lisa-Now-

Intuit Community Champion

I dont see anything in the question about investments, its asking about the 1099G for state refund indicating and error and wanting the address/EIN info.

"My client does not have to report Mass. state tax refund from last year. But ProSeries generates errors for not providing Federal Tax TIN and address on the form 1099-G which my client did not receive. What should I do ?"

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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