Hi – thanks so much for the response. Sorry to recap, but to make sure I understand.
TT completed the “State and Local Income Tax Refund Worksheet” and determined that no portion of my state refund received in 2023 is taxable income. So....TT generated Schedule 1 with 0 on line 1 and 0 on Line 10. TT must not be considering the zeroes as information because according to the Preview function that is part of the desktop cd version, Schedule 1 will not be transmitted with my e-filed fed & state returns. Did I get this right?
Re worksheets – I am itemizing and have worksheets marked “Keep for Your Records” that TT is not sending in the e-file. The “State and Local Income Tax Refund Worksheet” is different in that it is the only worksheet that does not have “Keep for Your Records”. According to the Preview function, the “State and Local Income Tax Refund Worksheet” is the only "worksheet" that is going to be transmitted with my e-filed returns. Does TT not consider this a true worksheet because it does not have “Keep for Your Records” and, therefore, is going to transmit it?
