Solved: I got married in 2016 and so our 2015 returns were file separately of course. Can I show my 2015 state refund on our 2016 1040 as taxable and my wife's as non taxable?
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jbelknap987
New Member

I got married in 2016 and so our 2015 returns were file separately of course. Can I show my 2015 state refund on our 2016 1040 as taxable and my wife's as non taxable?

I got married in 2016.  In 2015, my fiance took the standard deduction while I itemized on my federal return.  Since I deducted my state taxes on the 2015 Schedule A, I need to report it as taxable income on our joint 2016 return. My wife didn't deduct her state taxes in 2015, do I have to include here 2015 1099-G state tax return amount  with mine as taxable or is there a way to separate the 2?

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KarenL2
Level 5

I got married in 2016 and so our 2015 returns were file separately of course. Can I show my 2015 state refund on our 2016 1040 as taxable and my wife's as non taxable?

Yes. If she did not itemize in 2015, you will simply exclude her 1099-G form from reporting.  The IRS will have a record of whether or not she itemized in 2015 so there should not be an issue with that. 

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KarenL2
Level 5

I got married in 2016 and so our 2015 returns were file separately of course. Can I show my 2015 state refund on our 2016 1040 as taxable and my wife's as non taxable?

Yes. If she did not itemize in 2015, you will simply exclude her 1099-G form from reporting.  The IRS will have a record of whether or not she itemized in 2015 so there should not be an issue with that. 

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