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How to enter 1099-G for state tax refund? Form does not seem to cover this case/

 
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2 Replies

How to enter 1099-G for state tax refund? Form does not seem to cover this case/

If you didn’t itemize in 2022 you can ignore that form. 

TomK2023
Expert Alumni

How to enter 1099-G for state tax refund? Form does not seem to cover this case/

Important: If your 1099-G shows an amount in box 1, go here for alternate instructions, as the steps below won't work.

 

Otherwise, if your 1099-G has amounts in box 2, follow these instructions:

  1. Open or continue your return in TurboTax.
  2. Go to Federal, then Wages & Income, then Other Common Income.
  3. Select Start or Revisit next to Refunds Received for State/Local Tax Returns.
  4. Answer a few more questions about your refund until you get to the Tell us about your refund screen.
  5. Enter your total refund received in 2023.
    • Enter the amount in box 2 (state or local income tax refunds, credits, or offsets).
    • If you received multiple 1099-Gs for the same state or locality, both with the same tax year in box 3, enter the box 2 sum.
    • For example, you received two 1099-Gs from Colorado. They both have 2023 in box 3, and their box 2 amounts are $1,000 and $800 respectively. You'd enter $1,800 in Total refund received in 2023.
  6. Enter your total of all your payments and withholding.
    • Enter the total taxes you paid to the state or locality for the same tax year as the refund (this includes withholdings as well as estimated tax and other payments).
    • You can get this amount from your state or local tax return for the tax year of the refund. Look for a line near the bottom, often bolded, that includes the phrase total payments.
  7. Enter tax year of refund, which is box 3 of your 1099-G.

TurboTax FAQ: Where do I enter a 1099-G for a state or local tax refund?

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