MonikaK1
Expert Alumni

Get your taxes done using TurboTax

You can handle this situation in TurboTax as follows:

 

If both spouses got separate refunds from the same state in 2022 for tax year 2021, and both claimed taxes paid as itemized deductions, then you can add the amounts of the two refunds together, and separately add together the payments and withholding you had for 2021, and enter them in the two fields provided for TurboTax to determine whether the refund is taxable.

 

If you try to enter two refunds for the same state and year, you will see this message:

 

"If both spouses received a refund from this state/locality, just add up the total amount and make one entry. To change your original entry to combine both spouse amounts, just Return to the Summary."

 

If you received refunds from two different states in 2022 for 2021 taxes, you can make two separate entries.

 

As VolvoGirl suggested above, if only one of you itemized deductions, then you can just enter that person's refund and taxes paid that were claimed as itemized deductions.

 

See this TurboTax blog article for more information on this topic.

 

@MIKEN66 

 

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