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posted Jun 5, 2019 10:32:55 PM

1099-g will not accept 2016

I have a state income tax refund from CA, but when I go to enter it, it only allows me to use 2015 and earlier.

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1 Best answer
Level 13
Jun 5, 2019 10:32:57 PM

The 1099-G reports tax refunds for taxes that were paid in previous years. The state doesn't know if you deserve a refund for 2015 until you file your tax return in early 2016. Therefore, even though the form says "2016" in the upper right, box 3 has "2015" because that was the year you originally paid the taxes that were refunded in 2016.

You should enter in TurboTax whatever year is in box 3 of the 1099-G.

1 Replies
Level 13
Jun 5, 2019 10:32:57 PM

The 1099-G reports tax refunds for taxes that were paid in previous years. The state doesn't know if you deserve a refund for 2015 until you file your tax return in early 2016. Therefore, even though the form says "2016" in the upper right, box 3 has "2015" because that was the year you originally paid the taxes that were refunded in 2016.

You should enter in TurboTax whatever year is in box 3 of the 1099-G.