I became a resident alien in 2024 before I was a non-resident alien. On my 2023 return, I received a refund for my state tax (MA), and so a 1099-G (with refund in case 2).
As I was a non-resident alien last year, I couldn't claim a standard deduction. And my state tax was claimed as an itemised deduction.
When trying to report through turbotax I'm asked the following
"Did You Have to Itemize Your Deductions in 2023?
Let us know if you had to itemize your deductions in 2023 because of a special circumstance (see below) even though taking the standard deduction would have been a higher deduction for you. (This is not common.)
Here are the reasons you would have been required to itemize your deductions:
- You itemized deductions for your state or local return
- Your spouse itemized deductions for his or her separately filed return
- You are a dual status alien"
My understanding is that yes I had too itemize my deduction, but is that right?
