RachelW33
Expert Alumni

Retirement tax questions

One possibility for the amount on your Form 1099-G being different than the amount carried over by TurboTax is that your state adjusted your refund after your return was filed.  I would recommend updating the 1099-G in TurboTax to the correct amount.

 

Unless you itemized last year, your 2022 state refund will not affect your tax return this year.  If you did itemize last year, all or a portion of your state refund may be taxable on your federal return.  For more information, please see this TurboTax Help Article: Do I need to report the state or local refund I got last year? Is it taxable?

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