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New Member
posted Apr 10, 2023 12:18:36 PM

How to input my state refund?

1099G

0 5 1305
5 Replies
Level 15
Apr 10, 2023 12:20:10 PM

To enter a state or local tax refund (Form 1099-G) -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Other Common Income
On Refunds Received for State/Local Tax Returns, click the start or update button

 

Or enter state refunds in the Search box located in the upper right of the program screen. Click on Jump to state refunds

Expert Alumni
Apr 10, 2023 12:47:47 PM

Li-Madhu is correct, however, if you need more detailed instructions, please see the following: 

 

Important: If your 1099-G shows an amount in box 1, go here for alternate instructions, as the steps below won't work.

 

Otherwise, if your 1099-G has amounts in box 2, follow these instructions:

  1. Open or continue your return in TurboTax
  2. Select Search and enter 1099-g
  3. Select Jump to 1099-G and answer Yes
    1. You can also go to Federal, then Wages & Income, then Other Common Income
    2. Select Start or Revisit next to Refunds Received for State/Local Tax Returns
  4. Answer a few more questions about your refund until you get to the Tell us about your refund screen
  5. Enter your total refund received in 2022
    • Enter the amount in box 2 (state or local income tax refunds, credits, or offsets)
    • If you received multiple 1099-Gs for the same state or locality, both with the same tax year in box 3, enter the box 2 sum
    • For example, you received two 1099-Gs from Colorado. They both have 2022 in box 3, and their box 2 amounts are $1,000 and $800 respectively. You'd enter $1,800 in Total refund received in 2022
  6. Enter your total of all your payments and withholding
    • Enter the total taxes you paid to the state or locality for the same tax year as the refund (this includes withholdings as well as estimated tax and other payments)
    • You can get this amount from your state or local tax return for the tax year of the refund. Look for a line near the bottom, often bolded, that includes the phrase total payments
  7. Enter tax year of refund, which is box 3 of your 1099-G.

Related information: Do I need to report the state or local refund I got last year? Is it taxable?

Level 2
Apr 14, 2023 2:40:17 PM

There is no option to input a 1099-G local tax refund for tax year 2022 - only 2021.

What do I do then?

Level 15
Apr 14, 2023 2:58:44 PM


@Frustrated_TT_user wrote:

There is no option to input a 1099-G local tax refund for tax year 2022 - only 2021.

What do I do then?


To enter a state or local tax refund (Form 1099-G) -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Other Common Income
On Refunds Received for State/Local Tax Returns, click the start or update button

 

Or enter state refunds in the Search box located in the upper right of the program screen. Click on Jump to state refunds

Expert Alumni
Apr 14, 2023 3:11:03 PM

Follow the steps above. Enter refunds received in the box that says Received in 2022. Usually your state gives you a refund based on the taxes of the year before, not always. The selection in the dropdown  box does not go to the IRS - it is for computational purposes.

 

@Frustrated_TT_user