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State tax filing
if your tax deduction on schedule A was limited to $10,000 ($5,000 MFS)
you need to see this webpage since some of the refund might not be taxable due to the limitaion.
if you used Turbotax in 2023 and use for 2024 it should handle the taxability of the refund properly
https://www.irs.gov/pub/irs-pdf/i1040gi.pdf see page 84
in certain cases you'll need to use iRS PUB 525
https://www.irs.gov/forms-pubs/about-publication-525
this version is for 2023 so change the years from 2023 to 2024 start page 23) and then the worksheets 2 and 2a
‎January 20, 2025
9:08 AM