Clarification, for State + Property taxes. The property taxes were over 10K so ALL of the available deduction was used for property taxes. The state tax refund was moot since none of the state income taxes were deducted due to the 10K SALT limitation. TurboTax covers home deductions before state income taxes so it was simple enough. It would be helpful if TurboTax added some examples of how to enter state income tax refunds or NOT for cases in coastal states where 10K SALT limitations are a small fraction of total state and property tax payments. The IRS had some information on this that indicated it is not necessary to report the state income tax refund if total state income taxes + property taxes sums would be larger than the 10K SALT deduction + state tax refund. I hope this helps others. Hopefully, this goes away after 2025 sunset for the 10K SALT limitations!
