DanielV01
Expert Alumni

Get your taxes done using TurboTax

You are correct.  You simply won't input your 1099-G that shows your state tax refund from last year.  When you enter his information, you will show that last year he did not file joint (whether it was single or head of household), and what his itemized deductions were, and so forth.  TurboTax will determine how much of his state tax refund is taxable.

If you have entered your 1099-G when you did not need to, you may simply delete the form.  If you took the standard deduction, the information on that form does not need to be reported; you keep it for your records only.

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