MonikaK1
Expert Alumni

State tax filing

You would look at Line a of Schedule A to find how much state income tax you deducted for 2023. Lines b and c are for real estate taxes and personal property taxes.

 

If your deduction was limited to $10,000, use that instead but only IF your income taxes on Line a were over $10,000.

 

You only have to report a refund as taxable to the extent that you received a tax deduction for what you paid.

 

See this help article for more information on entering the form.

 

See this article for more information about Form 1099-G.

 

See this TurboTax help article for more information about whether you need to report your state tax refund from last year as income.

 

@terentia 

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