taxable amount of state refund

[ljwalters]

I can't get the taxable amount of the state refund to flow to the 1040. Any Idea what my problem might be?

I filled out the worksheet and line 13 gives the correct amount to be taxable but it won't flow to the 1040.

Linda and buddy

[Lion EA]

Did they not get the full benefit last year, due to AMT or whatever, so not all is taxable this year?

[ljwalters]

No. No amt the worksheet calculates that the refund is taxable it just is not flowing to the 1040

Linda and buddy

[kcjenkins]

Is the 1099G in the return, or did you just enter the amount on the worksheet? Seems to me that the program wants that 1099G.

[ljwalters]

Is the 1099G in the return, or did you just enter the amount on the worksheet? Seems to me that the program wants that 1099G.

Yes I put in thre 1099G

linda and buddy

[taxbrewster]

Is it a new client? Sometimes you have to enter 2008 sch A deductions on the worksheet to deem it taxable. Should always rollover, but for a new client, the programs doesn't understand.

[mcb39]

Did they itemize last year.? If standard deduction was greater than itemized deductions, they don't owe any tax on the refund.

[Tax Prep by Deb]

Also if they did itemize, look to see which option was checked on state taxes, the one that is withheld or did they take the general sales tax deduction? If the general sales tax deduction is checked the refund would not be taxable.

Deb!

[Pacun]

Determine the amount that it is taxable and overwrite it.

[ljwalters]

yes it is a new client.

Yes I input all they dedails of their sch a from last year.

Yes I decided to just over ride.l

Thanks to every one.

Now could someone help me with the duplicate office in home I have listed below about 3 posts

Thanks again Linda