Did your spouse file an itemized federal return for 2023? If his return was not itemized, you do not enter the state refund. You only enter a state refund if the prior year was itemized. If he used standard deduction for 2023 you do not enter the state refund.
IS MY 2023 STATE OR LOCAL REFUND TAXABLE?
If you used standard deduction for your 2023 tax return, you do not have to enter a state or local tax refund you received in 2024. If you itemized deductions then your state or local refund that you claimed on the 2023 return----and received in 2024---must be entered as taxable income on your 2024 return. If you are not sure if you itemized for 2023, look at your 2023 Form 1040 line 12. Do you see the standard deduction amount or something else?
2023 STANDARD DEDUCTION AMOUNTS
SINGLE $13,850 (65 or older/legally blind + $1850)
MARRIED FILING SEPARATELY $13,850 (65 or older/legally blind + $1500)
MARRIED FILING JOINTLY $27,700 (65+/legally blind) ) + $1500 per spouse
HEAD OF HOUSEHOLD $20,800 (65 or older/blind) + $1850)
If you need to enter a state or local refund Go to Federal>Wages & Income>1099-Misc and Other Common Income>State and Local Tax Refunds on Form 1099-G
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
