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

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.
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2 Replies

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

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-f...

 

KrisD15
Expert Alumni

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

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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