rjs
Level 15
Level 15

Deductions & credits

The unemployment exclusion is an exclusion from income, not a credit.


You should not have had to file an amended return to get the unemployment exclusion for your federal tax. If you did not already get it on the federal tax return that you filed, the IRS would have recalculated your tax return and sent you a refund, without your having to file an amended return.


You might have had to file an amended state tax return to get the unemployment exclusion for your state tax. It depends on what state you are in. Is that what you did? Did you file an amended state tax return? Was the $230 refund from the IRS or from the state?


The amount that you get for the unemployment exclusion has nothing to do with the amount of tax that was withheld from your unemployment payments, or with how long you collected unemployment. The exclusion reduces your taxable income. How much of a difference that makes in your tax depends on your total income for the year, your filing status, and other factors. Since we can't see your tax return, we can't tell why you only got $230. One possibility is that $230 is all the tax that you paid. If the $230 was for your federal tax, you can't get back more than the amount on Form 1040 line 16 of the federal tax return that you filed.