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morkin
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I divorced in 2018. For 2017, I was MFJ. We received a state income tax refund. For my 2018 return, I need to claim this as income. How much do I claim, half? All of it?

 
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DDollar
Expert Alumni

I divorced in 2018. For 2017, I was MFJ. We received a state income tax refund. For my 2018 return, I need to claim this as income. How much do I claim, half? All of it?

If you lived in a community property state, you would each claim half of it.  If you are not in a community property state you can do it however the two of you agree: 50% each, one of you claim it all, etc. 

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morkin
New Member

I divorced in 2018. For 2017, I was MFJ. We received a state income tax refund. For my 2018 return, I need to claim this as income. How much do I claim, half? All of it?

One additional comment, TurboTax asks for "Total Refund Received in 2018" so I can enter 50% of that. For the next question, "Total of all your payments and withholding", do I just eneter 50% of what is on our state tax form? Or do I enter the actual amount of State withholding from my W-2?
DDollar
Expert Alumni

I divorced in 2018. For 2017, I was MFJ. We received a state income tax refund. For my 2018 return, I need to claim this as income. How much do I claim, half? All of it?

If you lived in a community property state, you would each claim half of it.  If you are not in a community property state you can do it however the two of you agree: 50% each, one of you claim it all, etc. 

I divorced in 2018. For 2017, I was MFJ. We received a state income tax refund. For my 2018 return, I need to claim this as income. How much do I claim, half? All of it?

And FYI here's some general info.  If you used Turbo Tax last year you should start a brand new account for yourself and not transfer from last year.  Online is only good for 1 return.  But you can use the same email address for 5 accounts.   How to start another return in the Online version      <a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/replies/3288574">https://ttlc.intuit.com/replies/3288574</a>

Divorced FAQ
<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/1900134-what-if-i-was-divorced">https://ttlc.intuit.com/questions/...>

Start a new account. Removing a spouse is not recommended
<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/3888578-how-do-i-remove-a-former-spouse-from-my-return">https://tt...>

Getting Divorced article
<a rel="nofollow" target="_blank" href="https://turbotax.intuit.com/tax-tools/tax-tips/Family/Getting-Divorced/INF12003.html">https://turbot...>

Video tips for Divorced couples
<a rel="nofollow" target="_blank" href="https://turbotax.intuit.com/tax-tools/tax-tips/Family/Video--Tax-Tips-for-Divorced-Couples/INF14631....>

And see what AGI to use
<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/3388645-what-agi-should-i-enter-if-i-m-recently-divorced-or-widowe...>
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