Do we have to report last year's state tax refund? Where does it go in TurboTax?

hilltopheights41 · ‎June 4, 2019

IreneS · ‎June 4, 2019

Yes and No.

No - If you used the standard deduction last year (and did not itemize) deductions you do not have to report this amount on your tax return.

Yes - If you itemized deductions last year, please enter the amount of your state tax refund, using these steps:

Click on Federal Taxes > Wages & Income [In TT Self-Employed: Personal > Personal Income > I'll choose what I work on].
In the Other Common Income section, click on the Start/Update box next to State and Local Tax Refunds on Form 1099-G.
On the Did You Get a State or Local Tax Refund Last Year? screen, click the Yes box.
On the next screen, Tell us about your refund, enter the information from your 1099-G. Click Continue.

[Edited | 4/9/2020 | 10:27am PDT]

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IreneS · ‎June 4, 2019

Yes and No.

No - If you used the standard deduction last year (and did not itemize) deductions you do not have to report this amount on your tax return.

Yes - If you itemized deductions last year, please enter the amount of your state tax refund, using these steps:

Click on Federal Taxes > Wages & Income [In TT Self-Employed: Personal > Personal Income > I'll choose what I work on].
In the Other Common Income section, click on the Start/Update box next to State and Local Tax Refunds on Form 1099-G.
On the Did You Get a State or Local Tax Refund Last Year? screen, click the Yes box.
On the next screen, Tell us about your refund, enter the information from your 1099-G. Click Continue.

[Edited | 4/9/2020 | 10:27am PDT]

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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