KrisD15
Expert Alumni

Retirement tax questions

Yes, You would just not report the 1099-G if it is not taxable. 

 

As you say, even if you itemized, if the amount of the refund is as much or less that the excluded state tax you were allowed to claim on your 2023 tax year federal return, the state refund (including Philly Wage Tax Refund) is not taxable. 

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