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Solved

Why can I not file 1040EZ just because I received a NC refund in 2016

Forum|Forum|7 years ago
June 1, 2019
1 reply
1 view

I no longer have enough mortgage interest to make a difference in my refund so I wanted to file 1040EZ. Turbo tax website wont allow me to file 1040EZ, it redirects me to file Deluxe and the only reason it gives is because last year I received a NC State refund?

TurboTax Deluxe Online

Best answer by AnnaB

If you itemized deductions last year, then you likely deducted income taxes paid to the state; therefore, if you receive a refund of taxes paid, you must claim it as income in the subsequent year. This requires the long Form 1040.

AnnaBAnswer

Level 7

If you itemized deductions last year, then you likely deducted income taxes paid to the state; therefore, if you receive a refund of taxes paid, you must claim it as income in the subsequent year. This requires the long Form 1040.

liswfridayAuthor

Level 2

SO what form can I use to file? Married jointly and just income, no itemizations this year.