@BillM223
1210720
I do have empathy for the programmers. Naturally I'd like to avoid paying federal and state taxes on a refund that is supposed to be tax free for both. Probably a $100 overtax if I can't figure this out. Not a huge amount.
I don't know that this matters for your testing, but I haven't finished my return yet. Also, I don't know if you wanted me to override the field that I think includes the non-taxable refund. Schedule 1 line 1 for example.
I agree per your earlier post that the refund amount seems to originate on Federal Carryover Worksheet. I noticed that when I try to override it on that schedule it adds a row and I have to enter a negative number to get the correct taxable refund.
I don't know how TT would interpret that later on final review and/or electronic filling.
I also understand that it is not common problem. I believe most taxpayers are not itemizing and I believe this problem only affects those who itemize (which I still do for '22 & '23).
Thanks for your help.
