Retirement tax questions

It is not necessary to report the amounts in box 2 of the 1099-G if, in the previous year, you:

• did not benefit from deducting state income tax, or
• took the standard deduction instead of itemizing your deductions.If your 1099-G has amounts in box 2, follow these instructions:

1. Go to Form 1099-G and answer Yes
2. Answer a few more questions about your refund until you get to the Tell us about your refund screen
3. Enter your total refund received in 2022
   • Enter the amount in box 2 (state or local income tax refunds, credits, or offsets)
   • If you received multiple 1099-Gs for the same state or locality, both with the same tax year in box 3, enter the box 2 sum
   • For example, you received two 1099-Gs from Colorado. They both have 2022 in box 3, and their box 2 amounts are $1,000 and $800 respectively. You'd enter $1,800 in Total refund received in 2022
4. Enter the total of all your payments and withholding
   • Enter the total taxes you paid to the state or locality for the same tax year as the refund (this includes withholdings as well as estimated tax and other payments)
   • You can get this amount from your state or local tax return for the tax year of the refund. Look for a line near the bottom, often bolded, that includes the phrase total payments
5. Enter the tax year of refund, which is box 3 of your 1099-G