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Level 2
February 16, 2026
Question

Can I view a generated State and Local Refunds Taxable Worksheet?

  • February 16, 2026
  • 4 replies
  • 67 views
Comparing against two other tax prep applications, TurboTax is saying my State Refund isn't taxable. I'd like to compare by reviewing the State and Local Refunds Taxable Worksheet, if TurboTax offers this.

4 replies

VolvoGirl
Level 15
February 16, 2026

A State Tax Refund is taxable if you itemized deductions on your 2024  federal return and took a deduction for state income taxes instead of the sale tax.  You got a deduction benefit for it so now you have to include it as income. If you took the standard deduction it is not taxable and you don't need to report it.

 

Before filing,  You can preview the 1040 or print the whole return

https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160

 

KrisD15
Level 15
February 16, 2026

Worksheets can be view when using TurboTax Desktop. 

Switch to "Forms" 

Scroll to the form, document or worksheet required.

 

The Online versions only offer the worksheets when you print your return. 

Printing an Online copy does require the purchase fee to be paid prior. 

 

HERE are the instructions for printing when using TurboTax Online. 

 

@acardenasv24 

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Level 2
March 16, 2026

Hi @KrisD15, 

Thank you for your response. I m using the online version. I usually fill out my taxes in parallel with FreeTaxUSA and HRBlock to ensure my numbers match. TurboTax's omission of a way for me to see how they are deciding if my state/local refund is taxable/not taxable, raises a large-enough question that I don't feel that I can trust the numbers coming out - especially when the other two applications are in agreement (even though TurboTax's refund value is higher)