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T
troy
Level 5
April 2, 2024
Question

State Tax Refund - How to Enter in ProSeries

  • April 2, 2024
  • 1 reply
  • 17 views

If a taxpayer had a state tax refund but rolled it forward and did take the check, how does this figure get entered in terms of calculating the taxable portion of the refund?

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1 reply

IRonMaN
IRonMaN
Level 15
April 2, 2024

Did they itemize in the prior year?

Slava Ukraini!
    T
    troyAuthor
    Level 5
    April 2, 2024

    Yes, but never received any refund, rolled it all forward.

    IRonMaN
    IRonMaN
    Level 15
    April 2, 2024

    Actually, they did receive a refund and then took those proceeds and in effect wrote a check to the state

    Slava Ukraini!
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