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New Member
posted Jun 5, 2019 11:16:29 PM

2014 amendment filed in 2017 resulting in a federal and state refund. Should I file 2015 amendment to account for the state tax refund?

I recently filed an ammanedment to my 2014 returns which will result in a refund of both federal and state taxes. Since I've been using itemized deductions, any state tax refund is shown as income in the following years' return. Should I therefore file an adjustment to my 2015 returns, showing this refund of state taxes? Or should I include it as part of my next years tax return?

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1 Best answer
Expert Alumni
Jun 5, 2019 11:16:30 PM

You don't have to amend your 2015 return, because you didn't receive the refund in 2015. Instead, you will report your state refund on your federal tax return for 2017

1 Replies
Expert Alumni
Jun 5, 2019 11:16:30 PM

You don't have to amend your 2015 return, because you didn't receive the refund in 2015. Instead, you will report your state refund on your federal tax return for 2017