I received a 1099-G from California for a refund. The refund was for 2014 and filing in 2016. How and where to I input this information?

[Jeff E]

I filed for a refund for tax year 2014.  I received it and received a 1099-G to be filed with 2016 return.  How do I file 2014 refund in 2016?

[Anita01 · Accepted solution]

You would enter it under the 1099-G section.  

Type the words 1099-g in the Find window on the upper right.  You'll see a selection of different 1099-G forms.  

Select the one for state and local tax refund, hit enter, then click on the Jump to that appears below.

You can also simply click on the Federal Taxes tab, Wages and Income right below.  

Select Choose What I Work On if you see it.  

If not, just scroll down to 1099-MISC and Other Common Income, 

and Start or Update the 1099-g state and local income tax topic.

[TerryA]

This could be an issue with FTB's slow processing of 2014 returns. Some timely filed 2014 Calif returns were not processed until January 2016 so the FTB issued 2016 1099-Gs for those.

If your 2014 Calif refund was already reported on your federal 2015 return (1040 line 10, because your 2015 tax software put it there for you) then you should do one of two things, depending on what was done with your 2014 Calif tax refund:

• If the refund was sent to you then you still have to report the 2016 1099-G on your 2016 federal return, but you should amend your 2015 federal return to remove the Taxable refunds of state income taxes for that amount, or
• If you applied your 2014 Calif refund to 2015 estimated taxes then you should contact the FTB at (800) 852-5711 and request that your 2016 1099-G be manually corrected to report payment in 2015. No 2015 Calif amended return is necessary in that case and the FTB will report that correction to the IRS so that it won't expect to see the refund $$ on your 2016 federal return.