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Returning Member
posted Mar 9, 2025 7:37:08 AM

2023 State refund recovery calculation with SALT limitation

2023 MFJ itemized deductions  of  $30888 
with state tax $5628, limited to 5201 due to SALT limitation (427)
state tax refund is $1362  - software calculating no taxable income of refund
when I expect there to be $935 of taxable income in 2024

0 5 1488
5 Replies
Expert Alumni
Mar 9, 2025 7:40:25 AM

Can you please clarify why the state tax was limited to 5,201? The SALT limit is 10,000. 

Returning Member
Mar 9, 2025 8:24:18 AM

Real estate taxes were $4799

Returning Member
Mar 9, 2025 12:05:07 PM

Are you working on this question?? 

Returning Member
Mar 10, 2025 2:42:26 PM

Do we have an answer to this??

Expert Alumni
Mar 11, 2025 6:55:59 AM

If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions:  (Don't forget to give us the state)

 

TurboTax Online:

Open your return -Go to the menu panel on the left side of your return and select Tax Tools. 

  1. Then select Tools below Tax Tools. 
  2. A window will pop up which says Tools Center.  
  3. On this screen, select Share my file with Agent. 
  4. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. 
  5. Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information.  

TurboTax Desktop:

If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps:

  1. Click on Online in the top left menu of TurboTax CD/Download for Windows
  2. Select 'Send Tax File to Agent'
  3. Write down or send an image of your token number and state then place in this issue.
  4. We can then review your exact scenario for a solution.
  5. Please also tell us any states included in the return. This is necessary for us to view the return.

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.