In early 2018 I rec'd an amended 2016 1099 from Fidelity Investments regarding an error in how a distribution was recorded. I subsequently filed an amended 2016 return and rec'd a refund from the IRS for $14.00 and from Maryland for $12.00. Do I need to show this refund on my 2018 return and, if so, where do I list it? Misc income? Thanks
You'll need to sign in or create an account to connect with an expert.
A federal tax refund is not entered on a federal tax return.
The state tax refund would be entered on a federal tax return if for the tax year received you had itemized your deductions and the state income taxes were used as an itemized deduction.
To enter a state or local tax refund (Form 1099-G) -
Or enter state refunds in the Search box located in the upper right of the program screen. Click on Jump to state refunds
You can no longer file 2017 online as that year is closed for electronic filing. Please click here to download the 2017 tax year on your computer. You will have to print and mail your tax return at this point.
Where do you enter the federal tax refund so that the State tax can pick up the additional income?
If you are asking where to report your federal refund on your state return, the answer is your federal refund is not taxable income on your state return. You do not need to report it.
If you are asking where to report your state refund on your federal return, please follow these steps:
Your 2018 state or local refund may be taxable income in 2019 if all of the following apply:
Please click on this TurboTax article for more information.
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
flame8888
New Member
mbsvs1
Returning Member
kvthompson2
New Member
151b7ed11f61
New Member
elahoo
New Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.