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Level 1
posted Jul 13, 2021 5:15:05 PM

State refund lowered due to fed agi does not agree with agi on fed return

I've used TT for years, but this is the first time a state refund has been adjusted. In TT 2020, on first page of state return, the expected return shows $115, which is the amount the state lowered the refund to. However, after making no changes, when I click Continue, the refund immediately recalculates to $571, which is what I submitted.

 

Is this a program calculation error? If this is a data entry error, where do I look to troubleshoot this? After I reviewed the data, both W-2's and charitables are entered correctly.

 

The difference in AGI is the amount of the charitables.

 

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1 Best answer
Level 1
Jul 13, 2021 5:39:06 PM

Update: I found that I entered our Charitable Amount on the state return as an "income adjustment." Once I removed that, the numbers straightened out.

 

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1 Replies
Level 1
Jul 13, 2021 5:39:06 PM

Update: I found that I entered our Charitable Amount on the state return as an "income adjustment." Once I removed that, the numbers straightened out.

 

Mark this inquiry as answered.