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Level 3
June 5, 2019
Question

Got 1099G for 2015 ammended state return refund. Tryin to enter as additional 1099G and program is asking for total payments and withholding but not clear for which year?

  • June 5, 2019
  • 1 reply
  • 6 views

I'm entering a 1099G for 2015 as an additional 1099G and on the "Tell us about your refund" page it asks for the total payments and withholding.  Its not clear if this is for 2017 or the year of the amended return?

1 reply

June 5, 2019

TurboTax is asking about your amended 2015 state income tax return. It needs to determine whether the 2015 refund is taxable or not. 

If all three of the following are true, your refund counts as taxable income:

  • You itemized deductions in 2015, instead of taking the standard deduction.
  • You claimed state and local income taxes (not general sales taxes).
  • Claiming the deduction helped you increase your federal refund or lower your tax bill.

Even when your refund is taxable, it may not be the entire amount. It depends on how much the deduction affected your refund or tax bill. Just answer a few simple questions about last year’s refund, and we’ll calculate the taxable amount for you.