Kea Posted October 5, 2011 Report Share Posted October 5, 2011 Client rolled over traditional IRA to Roth IRA and split income over 2 years. Sales tax deduction seemed high. Looking at the worksheet (in review mode), it takes the AGI and modifies by various tax-exempt and non-taxable items. The total amount of the rollover is included on line (e) - Non-taxable part of IRAs, pensions, ... distributions NOT including rollovers. While this rollover will be taxed over the next 2 years, this really isn't income and wouldn't increase your estimated sales tax. So, am I reading the worksheet wrong? Or, if not, is there a way to overwrite it in TRX? Perhaps just do a manual calculation and then "force actual sales tax"? Does the sales tax worksheet vs actual even get e-filed to IRS? Thanks. Quote Link to comment Share on other sites More sharing options...
Kea Posted October 5, 2011 Author Report Share Posted October 5, 2011 OK found it. I've looked right past it all year. in the Optional Sales Tax Calculation box (Schedule A, Line 5), the first line is for "other adjustments to total available income" I've not had to use that before. I've always just used the bottom portion to add city sales tax rate. Quote Link to comment Share on other sites More sharing options...
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