ErnieS0
Expert Alumni

State tax filing

You can claim a repayment using TurboTax CD/Download instead of entering the repayment as a deduction.

 

  1. Calculate what your tax would have been in 2022 had you repaid those benefits in 2022
  2. Tap Forms in the upper right corner of TurboTax CD/Download
  3. In Forms in My Return, select 1040/1040SR Wks
  4. Go down to Schedule 3, Part II
  5. Find the Other Credits and Payments Smart Worksheet between lines 12 and 13
  6. Enter the tax difference on Line D Claim of Right, IRC 1341 credit for repayments of prior year income
  7. Tap Step-by-Step in the top right to get back to the interview mode

 

See Repayments

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