HopeS
Expert Alumni

State tax filing

The California Middle-Class Tax Refund will not be taxable on your California or Federal returns.

 

Assuming your question is about the CA Middle-Class Tax Refund (MCTR) you are correct the amount is non-taxable.  You probably received a form 1099-Misc which is how you enter the amount.  The latest update in TurboTax should correctly handle the MCTR payment. 

 

  1. Go back to the "Wages and Income" section.
  2. "Edit" the 1099-Misc
  3. "Delete" the form entry
  4. Click "Done"
  5. On the summary page scroll down to "Other Common Income"
  6. "Revisit" the 1099-Misc topic
  7. Re-enter the form information
  8. You will arrive at a page titled "Does one of these uncommon situations apply?"
  9. Click the button "This was a California Middle-Class Tax Refund (MCTR)
  10. Finish the interview section.

 

@Kenn 


 

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