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CCH Axcess Tax

State Income Tax Refund/Local Income Tax Refund

Enter the gross amount of state and/or local income taxes refunded in 2019 including the following two exceptions. Also, include amounts that were not refunded but instead were applied to estimated tax.

If prior year(s) estimated state and/or local income taxes paid in 2019 are included in the refund, enter the prior year estimated state and/or local income taxes payment in the Refund Attributable to Estimate Tax Paid in Following Year field.

If the taxpayer owed alternative minimum tax in the prior year(s), enter the portion of tax refunds on which, no tax benefit is received due to the prior year alternative minimum tax, in the Tax refund for which no tax benefit was received due to prior year alternative minimum tax fields.

Any other exception payments should be excluded from this entry or adjusted in the Adjustment to refunds - amount field.