KrisD15
Expert Alumni

State tax filing

5a. 

 

The state refund is only claimed if you claimed Itemized Deductions on the previous year's return. 

Even then, all or only part of the refund might need to be claimed. (it has to do with how much impact the tax claimed affected your Schedule A total) 

 

TurboTax does the calculations but needs several pieces of information.

It is a bit confusing. 

 

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