Tax Refund Worksheet isn't calculating

By default, UltraTax CS generates the
Tax Refund Worksheet
to determine the taxability of refund amounts.
If the
Tax Refund Worksheet
isn't generating and the full amount of refund entered on the
Refund
screen is carrying to Form 1040 line 10, you'll need to review the following setup and enter items.

Verify that the
Print Tax Refund Worksheet if applicable
option is selected.

  1. Select
    Setup
    , then
    1040 Individual
    .
  2. On the
    Federal
    tab, select the
    Other Return Options
    button.
  3. Select the
    Other
    tab.
  4. In the
    General
    section, verify that
    Print Tax Refund Worksheet if applicable
    is selected.

Verify that the
State and Local Income Tax Refunds Type
code on the
Refunds
screen isn't code 7 or 8.

  1. Go to the
    Refunds
    screen in the
    Income
    folder.
  2. Open the statement for
    State/local income tax refunds
    .
  3. In the
    Type Code
    column, verify that code 7 or 8 isn't selected.
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