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Level 4
April 3, 2023
Solved

Should I enter a State Refund somewhere?

  • April 3, 2023
  • 1 reply
  • 7 views

In 2022, I got a refund from 2021 NY State Taxes.  Should that be entered somewhere as "income" or something in the 2022 forms?  It seems like I used to have to do that, but I don't see a place for it.

    Best answer by xmasbaby0

    If you used itemized deductions for your 2021 federal return you need to enter the amount of the state refund you received.  If you used standard deduction for your 2021 federal return you do not enter the state refund.

    1 reply

    xmasbaby0Level 15Answer
    Level 15
    April 3, 2023

    If you used itemized deductions for your 2021 federal return you need to enter the amount of the state refund you received.  If you used standard deduction for your 2021 federal return you do not enter the state refund.

    **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.**
    mtiedeAuthor
    Level 4
    April 3, 2023

    But the question is, WHERE would I enter that?

     

    And as I look closer at what this refund check is, it was actually a "2022 Homeowner Tax Rebate" and not a refund.  But the same questions is, "Where would I enter that?"

    Level 15
    April 3, 2023

    Homeowner tax rebate is not the same thing as a state income tax refund.   You are not going to enter that anywhere on your 2022 federal tax return.

    **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.**