Retirement tax questions

Per the State of Ohio, the Department is required to issue a 1099-G if all of the following are true:

• The taxpayer itemized deductions on their federal return for the previous calendar year;
• The taxpayer was entitled to an Ohio and/or school district income tax refund during the tax year; AND
• The refund was greater than $10.

The refund amount reported on the 1099-G is generally from the “Overpayment” line of your Ohio and/or school district return. However, the amount reported on the 1099-G may differ from the amount you requested/received based on corrections made to your return. The amount reported on the 1099-G also includes any portion of your refund that was:

• Carried forward to the next tax year;
• Donated to charity on your return;
• Used to pay Ohio use tax on your return; OR
• Offset to pay any debt(s) reported to the Department of Taxation.

This amount may be taxable if you itemized your deductions in 2019. 

Please follow these steps in TurboTax to enter your 1099-G:

1. Open your return.
2. Search for government payments with the magnifying glass tool on the top of the page.
3. Select the Jump to government payments link in the search results. 
4. Click Yes for the question Did you have any of these types of income? 
5. Put a checkmark next to State or local income tax refunds. 
6. Click Yes for the question Did you get a state or local tax refund in 2020? 
7. Enter the information about your refund. 

​​​​​​​Income - 1099-G and 1099-INT from the Department of Taxation

​​​​​​​@TG2020X