Where do I enter spouse's state refund on 1040-X ?

Forum|Forum|11 months ago
June 9, 2025
2 replies
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I am amending 2024 returns to married filing jointly from married filing separately. My spouse has received 2024 New Jersey state refund with no federal refund. Where do I enter this refund amount on 1040-X? On 1040-X, the Original 2024
Return Overpayment Smart Worksheet has shown zero amount.

DoninGA

Level 15

The 2024 state tax refund is not entered on a 2024 federal amended tax return if your spouse used the standard deduction on their 2024 federal tax return.

ResidentOB98Author

Level 2

Thank you for replying. Can I e-file my 2024 amended returns, federal and state ? We e-filed 2024 original returns. On TurboTax Premier, the screen of "Nicely done! Just 3 things to go", Step 2 : Print and mail your amended returns. Step 3: E-file your NJ amended returns.

JotikaT2

Employee Tax Expert

It depends. You should be able to e-file if you are using a file that was used initially which was successfully e-filed. But if you are getting a message saying your only option is to mail, you may not be able to electronically file. Please see why can't I e-file my return for other possible reasons.

Also, this FAQ has some helpful information for amending your return.

@ResidentOB98

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xmasbaby0

Level 15

Did your spouse file an itemized federal return for 2023? If his return was not itemized, you do not enter the state refund. You only enter a state refund if the prior year was itemized. If he used standard deduction for 2023 you do not enter the state refund.

IS MY 2023 STATE OR LOCAL REFUND TAXABLE?

If you used standard deduction for your 2023 tax return, you do not have to enter a state or local tax refund you received in 2024. If you itemized deductions then your state or local refund that you claimed on the 2023 return----and received in 2024---must be entered as taxable income on your 2024 return. If you are not sure if you itemized for 2023, look at your 2023 Form 1040 line 12. Do you see the standard deduction amount or something else?

2023 STANDARD DEDUCTION AMOUNTS

SINGLE $13,850 (65 or older/legally blind + $1850)

MARRIED FILING SEPARATELY $13,850 (65 or older/legally blind + $1500)

MARRIED FILING JOINTLY $27,700 (65+/legally blind) ) + $1500 per spouse

HEAD OF HOUSEHOLD $20,800 (65 or older/blind) + $1850)

If you need to enter a state or local refund Go to Federal>Wages & Income>1099-Misc and Other Common Income>State and Local Tax Refunds on Form 1099-G

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**