If you transferred last year’s tax data to this year's return, your state and local refund amounts are automatically brought over with your other tax info. You can find this information when you sign in using the same TurboTax account (same user ID) as in previous years.
There are two ways to get your prior-year returns:
- Select Documents from the menu, use the dropdown menu to choose the tax year you want, and select Download tax PDF.
- On Tax home, scroll down and select Your tax returns & documents. Select the year you want and select Download/print return (PDF).
If the year you're looking for isn't there, it might be in a different account. Go here to find all of your accounts. One of them should have the return you're looking for.
Alternatively, your state/locality may have sent you a 1099-G form (if they haven’t gone paperless). You should receive your 1099-G by mid-February if your state/locality still sends out paper forms. If you did get a 1099-G, make sure it's for a state/local tax refund, not unemployment compensation.
Here are some other places you might find the amount of last year’s state/local refund:
- Your bank statement showing your entire state/locality refund
- Your state tax agency (for state refunds) or municipality (for local refunds)
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