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audeyprince58
New Member

Shouldn't I include 2019 state refund on 2020 federal taxes? TurboTax didn't ask about it.

 
3 Replies
AlanT222
Expert Alumni

Shouldn't I include 2019 state refund on 2020 federal taxes? TurboTax didn't ask about it.

Report last year’s state or local tax refund, and we’ll figure out if it’s taxable or not.

If all three of the following are true, your refund counts as taxable income:

  • You itemized deductions last year, instead of taking the standard deduction
  • You claimed state and local income taxes (not general sales taxes)
  • Claiming the deduction helped you increase your federal refund or lower your tax bill

Even when your refund is taxable, it may not be the entire amount. It depends on how much the deduction affected your refund or tax bill. Just answer a few simple questions about last year’s refund, and we’ll calculate the taxable amount for you.

 

Here is how you report your 1099-G, the amount reported in Box 2:  

 

With your return open in TurboTax, search for 1099–G (don't forget the dash!) and then select the Jump to link at the top of your search results.

  1. This will take you to Did you have any of these types of income? Answer Yes.
  2. On the following screen, check the first box State or local income tax refunds and continue.
  3. Answer Yes to Did you get a state or local tax refund?

You should end up on the Tell us about your refund screen.

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kog001
New Member

Shouldn't I include 2019 state refund on 2020 federal taxes? TurboTax didn't ask about it.

What if my 2019 refund has not yet been processed?

EbonyL122824
Intuit Alumni

Shouldn't I include 2019 state refund on 2020 federal taxes? TurboTax didn't ask about it.

@kog001 You would need to contact the IRS for further assistance regarding this matter as they are the only ones that can look into your account. Their phone number is 800-829-1040. When calling, be sure to have the following:

  • Your Social Security Number or Individual Taxpayer Identification Number
  • Your filing status (Single, Head of Household, Married Filing Joint, or Married Filing Separate)
  • Your prior-year tax return (they may ask you questions from it to verify your identity)
  • A copy of the tax return you’re calling about
  • Any letters they may have sent you
  • Paper and pen to take notes—make sure to write down the day you called and the name and ID number of the agent you spoke to, as well as any instructions or deadlines you were given.

Please note: You may experience a delay, long hold times, or a busy signal when trying to contact them as the IRS lines are extremely busy at this time of year.

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