As VolvoGirl mentioned, the Form 1099-G is used to report your prior-year state refund. If you haven't received your 1099-G and TurboTax has already filled the boxes for you is probably because you filed your 2023 tax return with TurboTax and the program is carrying the information forward.
If on your 2023 tax return the following three conditions are true, your refund counts as taxable income in your 2024 return:
- You itemized deductions last year
- You claimed state and local income taxes
- You got a deduction in your federal return
TurboTax will calculate if all of the prior state refund or some will be taxable.
@virginiabasso88
