previous years mass. state tax

Forum|Forum|2 months ago
April 6, 2026
1 reply
9 views

I have a client with 2000 in 2024 mass. tax liability. Witholding was 1200, leaving a balance of 800. They

received a refundable child tax credit of 440 and wrote a check for 360. In checking 2025 schedule a line 5a the software carried over 800 as the total mass tax paid in 2024 treating the child credit on the 2024 as a mass tax payment. Is the software doing something incorrectly as I don't think client should be deducting more than they paid. Any ideas? Thanks!

ProSeries Professional

I

IntuitVanessa A

Level 3

You are correct. The SALT deductions are only allowed for the amount paid so the amount on Schedule A should be the actual amount they paid, and not include the child tax credit.

To fix this, you can go to the federal carryover worksheet and manually adjust the amount from $800 to $360.

B

billr617Author

Level 4

Thank you for the reply, what I am concerned about is a software error. How do I know what is being picked up as a carryover. Shouldn't it be taken from the amount due line? No idea where it got my figure.I have to be able to trust that carryovers are correct. Can't you fix this?

Thanks

I

IntuitVanessa A

Level 3

I am unable to reproduce the issue you are seeing, but would like to take a deeper look. If you could share a sanitized copy of the return by following the steps in this link that would allow us to further investigate.

Also, please check your DM's for further instruction and once you uploaded your diagnostic copy, please reply in this thread.

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