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Level 2

Question

Should my sister and I each report half of the 1099-G state refund received by our deceased mother’s estate (which we've inherited), and how do we do that in TurboTax?

Forum|Forum|7 years ago
June 6, 2019
1 reply
2 views

No text available

TurboTax Deluxe Windows

Level 15

No, you should not report the state tax refund (or even your half) that you received from your mother's estate. It is considered a cash inheritance and is not taxable income.

The only time that you would enter a state tax refund on your tax return is when you have received it for your own return. This is to be able to determine whether it is taxable or not.

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Level 2

Our mother left her home in a land trust

to my sister and me we will collect the money before end of year. How should we file now that the house sold. What firm do we need to claim inheritance not income.

Level 15

Based on your question I highly recommend you seek local professional guidance.