Hi!

I followed the info above for an overpayment on state taxes from 2019. Unfortunately, TurboTax now wants me to fill in a farm or business refund.  The source is a business I own or a farm I operate. Am I in the wrong place?

thank you!

If you are trying to enter information about your 2019 state tax refund reported on Form 1099-G, you do appear to be in the wrong place.  

Use these steps to get started:

• On the top row of the TurboTax online screen, click on Search (or for CD/downloaded TurboTax locate the search box in the upper right corner)
• This opens a box where you can type in “state and local tax refund” (be sure to enter exactly as shown here) and click the magnifying glass (or for CD/downloaded TurboTax, click Find)
• The search results will give you an option to “Jump to state and local tax refund”
• Click on the blue “Jump to state and local tax refund” link and enter your information

@Jmruebusch

@AnnetteB6 Thank you, I can get the information entered for the 1099-G, but after I am done with income, TurboTax asks me to indicate the payment type or type of government payment on box 8 of the form. I do not have box 8 (only 1-4). 

Any thoughts?

Jessica

My suggestion is that you delete the Form 1099-G entry that you have made and start again.  It seems things are still not quite in the right place for a state tax refund.

Go to the main Income & Expenses section of your return and scroll down to the Other 1099-G Income section.  Edit this section and delete any Form 1099-G that you see there by clicking Delete or the trash can icon.

Then, use the following steps to start again with the Form 1099-G:

• On the top row of the TurboTax online screen, click on Search 
• This opens a box where you can type in “state and local tax refund” (be sure to enter exactly as shown here) and click the magnifying glass 
• The search results will give you an option to “Jump to state and local tax refund”
• Click on the blue “Jump to state and local tax refund” link
• Be sure to check the box for State or Local income tax refunds 

You will know you are on the right track if you see some follow-up question after entering your information that ask about whether you used the standard deduction or itemized deductions on your 2019 tax return.

@Jmruebusch