tlund
New Member

Married in 2017, both single for 2016, question about state income tax refund taxable determination

My wife and I got married in 2017.  So far, I am choosing to file Married filing jointly for 2017.  We both filed single for 2016.   I itemized 2016 returns, and used TTax, so info was transferred over to TTax.  She did not itemize, and used HRB for tax prep, so no info is transferred.

TTax is asking for info about our state refunds to determine if it is taxable. I am only allowed to enter one state refund (combined amounts for us both) in TTax.  It is now asking questions about Line 5 of Schedule A of 2016 (since she didn't itemize, I just put my info), and 2016 filing status (we both filed single, so I selected single), whether I HAD TO ITEMIZE, neither of us did, so "No", next is how may boxes in Box 39a of the federal return were checked, zero on both, so I put zero, then "Report 2016 Return Info" from 1040, with values supplied from my 2016 return (lines 37, 40, 42, etc).

Do I need to add my wife's 2016 return info into those boxes?