LindaB1993
Expert Alumni

State tax filing

You must figure out the taxable portion of your state refund so you can report it. You can do this using the State and Local Tax Refund Worksheet included in the TurboTax. You must file this worksheet along with your tax return.

 

After you calculate the taxable amount (which can be less than the actual refund), state refunds are reported on line 10 of Schedule 1 of the new 2019 Form 1040.

You'll need some information to accurately complete the state refund worksheet if you must report and pay taxes on your refund. This information can be located in a few documents: 

  • Form 1099-G from the state or states that sent you refunds
  • Your previous year’s state tax return, which shows the amount of the refund you received if you didn't receive a Form 1099-G
  • Your previous year's federal Form 1040 and Schedule A, which lists your itemized deductions 
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