CA 1099-G Box 2 significantly differs from actual refund received

Forum|Forum|1 year ago
February 4, 2025
1 reply
7 views

Got a 1099-G from CA with no Box 1 listed, Box 2 of ~3200 and Box 3 is 2023. My 2023 CA state refund last year was ~2050 and that's what TurboTax populated Refunds Received for State/Local Tax Returns with this year. Am I supposed to change that to this value I received? And what would cause such a large discrepancy here? I've never itemized anything, didn't do anything special with my refund, etc. I understand it's not taxable (for me) regardless, but I don't understand the discrepancy.

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KeshaH

Level 11

You don't need to enter your 1099 G at all since you didn't itemize. There could have been some adjustments the state made that caused your refund to increase. You can contact California FTB or create an online account to get more information about the amount the state reported on your 1099-G.

s4v68759ebAuthor

Level 2

I called the CA FTB and the person I spoke to said there was an error processing my (and others') 1099-G and I should be receiving a corrected one. I don't really understand or trust the situation but if it doesn't effect my 2024 taxes then I'm not worried about it.

whatthepan

Level 2

did they tell you when you should be receiving the corrected 1099-G? I'm noticing that my refund was different from what was reported on the 1099-G by $2,500. may call ftb tomorrow.