I am filing Married filing Jointly. I have completed the federal return and it did not ask for my husband's CA tax refund only mine. Shouldn't his refund be included as well?

Forum|Forum|7 years ago
June 3, 2019
1 reply
9 views

No text available

TurboTax Deluxe Online

Best answer by

You will want to add your husband's CA state tax refund if he itemized his deductions instead of taking the Standard Deduction last year. To add his 1099-G follow these steps:

If you and your husband did not itemize your deductions in 2015, but instead took the Standard Deduction, you do not have to report the 1099-G's because they would not be taxable. However, if you and/or your husband itemized, you would report both/one 1099-G'(s) in the joint tax return as follows:

• Open up your Turbotax program and select the Federal Taxes tab at the top left of your screen

• Select Wages & Income and I’ll choose what I work on

• On Your 2016 Income Summary Page, scroll down to the 1099-MISC and Other Common Income section, and select the Start or Update button to the right of the line that reads State and Local Tax Refunds on Form 1099-G

• On the next page, State and Local Tax Refund Summary, enter the first 1099-G and you’ll see a blue box towards the bottom that reads Add Another State or Local Tax Refund. Enter the second 1099-G here.

Anonymous

Answer

You will want to add your husband's CA state tax refund if he itemized his deductions instead of taking the Standard Deduction last year. To add his 1099-G follow these steps:

• Open up your Turbotax program and select the Federal Taxes tab at the top left of your screen

• Select Wages & Income and I’ll choose what I work on