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I received a refund from an amended 2019 state tax return. Where do I put that in the 2021 1040?

I did not receive a 1099-G from the state.
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I received a refund from an amended 2019 state tax return. Where do I put that in the 2021 1040?

You might not need to report or enter it.  Did you take the Standard Deduction on your 2019 Federal return?

 

A State Tax Refund is taxable if you itemized deductions on that prior year's federal return and took a deduction for state income taxes instead of the sale tax.  You got a deduction benefit for it so now you have to include it as income. If you took the standard deduction it is not taxable and you don't need to report it.

 

You need to check your 2019 1040 line 9 to see which deduction you took.  How much is on line 9? 

if you need to report it,  these are the steps for last year, hopefully it's the same......

 

To enter a state refund just type  1099-G (with the dash)  in the search box at the top of your return and click on Jump To it.

 

OR  Enter the 1099G under

 Federal on left

Wages & Income at top

 Scroll down to 1099-Misc and  Other Common Income

      You might need click on Show More to expand the section

 

Then it's the first line for Refunds Received for State/Local Tax Returns - Click Start

     You do not want the next line that says Other 1099G Income

 

On the first screen check YES - Received a State Refund.

 

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2 Replies

I received a refund from an amended 2019 state tax return. Where do I put that in the 2021 1040?

You might not need to report or enter it.  Did you take the Standard Deduction on your 2019 Federal return?

 

A State Tax Refund is taxable if you itemized deductions on that prior year's federal return and took a deduction for state income taxes instead of the sale tax.  You got a deduction benefit for it so now you have to include it as income. If you took the standard deduction it is not taxable and you don't need to report it.

 

You need to check your 2019 1040 line 9 to see which deduction you took.  How much is on line 9? 

if you need to report it,  these are the steps for last year, hopefully it's the same......

 

To enter a state refund just type  1099-G (with the dash)  in the search box at the top of your return and click on Jump To it.

 

OR  Enter the 1099G under

 Federal on left

Wages & Income at top

 Scroll down to 1099-Misc and  Other Common Income

      You might need click on Show More to expand the section

 

Then it's the first line for Refunds Received for State/Local Tax Returns - Click Start

     You do not want the next line that says Other 1099G Income

 

On the first screen check YES - Received a State Refund.

 

I received a refund from an amended 2019 state tax return. Where do I put that in the 2021 1040?

Thank you for the quick response. 

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