Using TT Premier 2023 Desktop on a Mac installed from CD. Working on income in Easy Step mode. Received MO income tax refund in 2023 so TT completed State and Local Income Tax Refund Worksheet. It determined MO income tax refund is not taxable and generated IRS Schedule 1. It also entered 0 on 1040 Line 8.
Switched to Forms mode. State and Local Income Tax Refund Worksheet appears in forms list. IRS Schedule 1 does not. However, IRS Schedule 1 appears in drop down when I click Open Form icon. I select it – it has 0 on Line 1 for state income taxes and 0 on Line 10. Don’t understand why IRS Schedule 1 that applies to my tax return does not appear in forms list when other forms appear that do not apply to my tax return.
When I print or preview forms to be sent to IRS and MO, the State and Local Income Tax Refund Worksheet is included. IRS Schedule 1 is not. Was told by TT that IRS Schedule 1 is not sent if there is no taxable income listed. If that is correct, seems the worksheet should not be sent either since some research indicates not to send worksheets to the IRS. Any insight?
