Adjust state refunds
Enter adjustments to state refund amounts in the
State/local refund adj
field on the Income
, then St refund
tab. To reduce the taxable refund, enter a negative amount.You may need to enter adjustments for the following items.
- Prior-year overpayment from local taxing authorities and states that aren't attached to a plan
- Unused tax credits
- AMT from the prior year