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ytd2016
New Member

Do I have to declare the refund from an amended 2017 state return (I overpaid when filing initally) on my 2018 federal return?

After discovering a missing deduction last year, I filed amended 2017 federal and state returns. (I had already paid the tax due for both returns.) The federal return was unaffected, but the amended state return showed that I had overpaid by $40. The state sent me a check for this amount in 2018. 

I did not receive a 1099-G form for the 2018 tax year. Also, I am unable to claim state taxes as a deduction on the 2018 return.

Do I need to include the 2017 state refund information on my 2018 federal return? 

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1 Reply
JulieCo
New Member

Do I have to declare the refund from an amended 2017 state return (I overpaid when filing initally) on my 2018 federal return?

It depends.  You would have to report it as income if you itemized deductions on your 2017 return, as then the taxes refunded to you would have been included as a deduction on your 2017 return.

If you do need to report your refund, see the steps below to be brought to the state refund entry section of TurboTax:

  1. With your return open in TurboTax, search for 1099–G (don't forget the dash!) and then select the "jump to" link at the top of your search results.
  2. This will take you to Did you have any of these types of income? Answer Yes.
  3. On the following screen, check the first box State or local income tax refunds and continue.
  4. Answer Yes to Did you get a state or local tax refund?

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