Data entry notes:

• Values in the fields are not recognized until you tab or click out of the field.
• Boxes highlighted in yellow require an entry before the calculation is done.
• Boxes highlighted in red indicates the amount cannot be correct.
• A blank field does not necessarily mean zero. Enter 0 if appropriate when an entry is required.

If the sales tax amount is not shown on the previous year return printout, use the IRS sales tax calculator to determine the amount.

Taxability on refund amounts are determined by entries on the previous year return which include:

• The difference between Sales Tax and State Withholding used in Schedule A.
• The effect of the state and local tax ("SALT") deduction limitation in tax years 2018 and later.
• The total itemized deductions which exceeded the standard deduction.
• The extent to which itemized deductions were limited (Not considered due to high income required)
• The amount of a cash contribution deduction available due to potential reduced itemized deductions (TaxSlayer does not consider this).
• The amount of additional QBI deduction available due to potential reduced itemized deductions (TaxSlayer does not consider this).
• The amount of a taxable amount that was negative (TaxSlayer does not consider this).
• Nonrefundable tax credits that were available but not fully used to reduce tax (TaxSlayer does not consider this).
• The amount of the refund or the pro-rated amount of the refund if estimated taxes were paid after December 31st.
• Apportionment of refund to taxable or non-taxable to the state based on refund types
• Refunds for any but the one preceding year are not considered because they are out of scope.

Resulting taxable amounts are shown for the current year.
Note: Effect of using taxability of Schedule D (unlikely condition) is not considered in nonrefundable credit section.

State income tax refund amount:		Refund due to overpayment of state income tax that was used as a deduction on Schedule A
Sales tax refund amount:		Refund due to a refund of sales tax paid on an item that was used to augment the state sales tax deduction on Schedule A (return of a car or boat, for example - very rare event)
Real estate tax refund amount:		Refund or rebate of state real estate taxes used as a deduction on Schedule A Check if this refund IS taxable to the state or will be deducted on the state return.
Medical refund amount:		Repayment of expenses by insurance or other reimbursement for medical expenses used as a deduction on Schedule A

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4. Medical deduction:		Enter the medical deduction that was allowed on Schedule A
5a. 5b. State & Local Income taxes: General Sales taxes:		Check if box 5a was checked Check if box 5b was checked IRS Calc Check if your state has no sales tax
TBD. State/local real estate taxes:
5c. Personal property taxes:
TBD. State & Local tax total:		"SALT" total prior to limit
TBD. Cash contributions:		Also include out-of-pocket expenses and mileage if any.
TBD. Total itemized deductions:		Check if the line TBD box was checked. (Standard deduction = )
Revised deductions:		(Calculated)
		Taxable amount of the refund after this test: TBD

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