Retirement tax questions

Form 1099-G line 2, State or local income tax refunds, credits or offsets, could be referring to your state income tax refund if you received one in 2022. That refund would be for the 2021 state income tax return.

• Form 1099-G Box 8 is Check if box 2 is trade or business income.

 To navigate to the unemployment section of TurboTax without using the "Jump to" feature:

1. Open TurboTax.
2. On the landing screen, select Pick up where you left off.
3. On the left navigation screen, select Federal, then Wages & Income.
4. On the Your income screen, scroll down to Unemployment and click on Show more then Start/Update/Edit. If you don't see unemployment, click on Show all income and expand. 
5. Continue through the onscreen interview to see if there is a discrepancy. 

To navigate to your Refunds Received for State/Local Tax Returns:

1. Open TurboTax.
2. On the landing screen, select Pick up where you left off.
3. On the left navigation screen, select Federal, then Wages & Income.
4. On the Your income screen, scroll down to Refunds Received for State/Local Tax Returns and click on Start/Update/Edit. If you don't see Refunds Received for State/Local Tax Returns, click on Show all income and expand.
5. Continue through the onscreen interview to see if there is a discrepancy.