Sales tax deduction on Schedule A
ProLine Tax OnlineThe calculated sales tax deduction on Schedule A is not correct. When is this going to be fixed?
1
10249
aT9n6SvzCr4yUOacwZ5xHE
02/12/12 8:32am PST
Viewed by asker 02/16/12 12:26pm PST
Viewed by asker 02/16/12 12:26pm PST
8 Replies
PatrickCatIntuit
Questions asked: 11
Questions answered: 203
Points earned: 656
Questions answered: 203
Points earned: 656
Intuit Superstar
Employee who makes outstanding contributions to the community
02/13/12 6:29pm PST
Laura,
We have not had any reports of the sales tax deduction being wrong on the Schedule A. I would suggest contacting support via chat to review the input you have and what you are seeing on the Schedule A.
You can access chat from the main client list of the program or from our main support webpage: http://accountant.intuit.com/s...
Alternatively, you can email the client file to us for review. This can be done from within the client return by going to About > About > Submit to Support. Since the return will come in with no explanation, please send an email to intuittaxonline@intuit.com explaining exactly what the issue you are seeing. And, if you could reference the name of the return as shown on the email verification notice, we would greatly appreciate it.
02/14/12 3:30pm PST
When I input the county, the system calculated state tax but not local tax. I ended up using the IRS calculator.
02/14/12 3:29pm PST
When I input the county, the system calculated state tax but not local tax. I ended up using the IRS calculator.
02/14/12 6:27pm PST
Based on the county of New York that is entered on the client information screen, the local general sales tax will be calculated based on the table that the IRS has designated for that county. A suggestion is triggered that details which table is being used. This local sales tax will appear on line 2 of the worksheet for the Schedule A, line 5. The state sales tax will be on line 1 of that worksheet. To have the program add the local sales tax to the state sales tax, there must be a local general sales tax rate entered. This would appear on line 3 of the worksheet. If there is not a local sales tax rate, then following the worksheet, multiplying line 2 by line 3 (zero, if no tax rate) equals zero and only the state general sales tax will be applied.
The local sales tax rate in entered in the Itemized Deduction input screen. Under the taxes section, there is a "Sales and Use Taxes" subsection. Within this area, you'll see the "Optional Tables" section. Under "Location on 12/31/11" enter the local rate in the first field, entitled "Local rate (for computing local taxes) (.xxxxx)".
02/16/12 10:43am PST
I entered the special local location and that tax was not calculated. I don't understand what I'm not entering correctly. If I have the county code listed, shouldn't it include the county tax? Or do I actually have to input not only the county but the tax rate, which would indicate there really is no point in entering the county since the program won't calculate the tax based on that?
02/16/12 10:48am PST
I input the local tax rate also, which seems silly, since I entered the locality.
02/16/12 10:49am PST
So for every locality on every return I will have to look up and input the local tax rate? I don't understand why the program won't calculate it when I enter the county.
02/16/12 3:03pm PST
Latest post
The ITO program does not enter the local tax rate based on the county entered, so that is something that will have to be manually entered.
When entering the county on the client information screen, you are telling the program what table to use to get the general sale tax for that county. But, the local tax rate is then required to appear on line 3 of the worksheet for the Schedule A, line 5. The sales tax is mulitplied by that rate on the worksheet and will then be added to the state general sales tax to calculate the full sales tax deduction.
