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Do I need to wait to receive my state tax in the mail or online before filing my taxes? Or is the W-2 all I need?

I've been using turbotax for the past 8 years but I always forget If im required to wait for my state and local tax refund or if i dont need to wait and just file my taxes with the w-2
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3 Replies

Do I need to wait to receive my state tax in the mail or online before filing my taxes? Or is the W-2 all I need?

if you did not itemize, then your state refund does not matter.

 

@nmorales2016 

Do I need to wait to receive my state tax in the mail or online before filing my taxes? Or is the W-2 all I need?

for best results file in mid - February, not on opening day of Jan 23.

@nmorales2016 

JohnB5677
Expert Alumni

Do I need to wait to receive my state tax in the mail or online before filing my taxes? Or is the W-2 all I need?

The issues are:

  • Do you only have a W-2.
  • Are there other sources of income that you may have had.
    • changed jobs during the year?
    • Sold any investments including cryptocurrency?
    • Got any bank interest?
    • Any other?
  • Are you waiting for a 1099-G for your state refund from 2020?
    • As fanfare said, you will only need this if you itemize your deductions in 2022.
  • It may be wise to wait a couple of weeks to confirm that no other tax documents are coming in.
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