ColeenD3
Expert Alumni

Retirement tax questions

 What they are saying is that these two conditions must exist in order for the 2018 state refund not to be taxable:

  1. If line 5D is more than Line E
  2. and if 5D minus 5E is more than your state refund amount in 2018

Please see the two-part worksheet. You can plug in your own figures.