HelenC12
Expert Alumni

After you file

Li-Madhu is correct, however, if you need more detailed instructions, please see the following: 

 

Important: If your 1099-G shows an amount in box 1, go here for alternate instructions, as the steps below won't work.

 

Otherwise, if your 1099-G has amounts in box 2, follow these instructions:

  1. Open or continue your return in TurboTax
  2. Select Search and enter 1099-g
  3. Select Jump to 1099-G and answer Yes
    1. You can also go to Federal, then Wages & Income, then Other Common Income
    2. Select Start or Revisit next to Refunds Received for State/Local Tax Returns
  4. Answer a few more questions about your refund until you get to the Tell us about your refund screen
  5. Enter your total refund received in 2022
    • Enter the amount in box 2 (state or local income tax refunds, credits, or offsets)
    • If you received multiple 1099-Gs for the same state or locality, both with the same tax year in box 3, enter the box 2 sum
    • For example, you received two 1099-Gs from Colorado. They both have 2022 in box 3, and their box 2 amounts are $1,000 and $800 respectively. You'd enter $1,800 in Total refund received in 2022
  6. Enter your total of all your payments and withholding
    • Enter the total taxes you paid to the state or locality for the same tax year as the refund (this includes withholdings as well as estimated tax and other payments)
    • You can get this amount from your state or local tax return for the tax year of the refund. Look for a line near the bottom, often bolded, that includes the phrase total payments
  7. Enter tax year of refund, which is box 3 of your 1099-G.

Related information: Do I need to report the state or local refund I got last year? Is it taxable?

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