SharonD007
Expert Alumni

State tax filing

Yes, that statement means that the taxpayer itemized deductions on their federal tax return. The CA Franchise Tax Board website says that the taxpayer will receive a 1099-G if they had a state income tax deduction on Schedule A and they received a refund.  The answer to your second question is No, you won't receive the 1099-G if you didn't itemize even though you received a refund.

 

Review the CA FTB website for clarity on 1099-G guidance.

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