I received a Ohio Dept of Tax.1099-G for 2019 total income tax over-payment. This is NOT a refund. Where do I enter this?

[ThomasM125]

An over payment would be considered a refund. I assume you are referring to a situation where you paid in more tax than what your liability was, so you over payed your tax. 

[fanfare]

enter the amount and the year of the 1099-G in the Turbotax section for 1099-G.

Note that if you had not been itemizing in 2018 , a 2018 1099-G is irrelevant and can be skipped.

[Bearbert]

I also received one of these, but the answers here didn't help me. It explicitly says it's "an information only statement...Not a bill or notice of refund". But it shows that an overpayment was reported to the IRS by the Ohio Dept. of Taxation.

[Anonymous]

@Bearbert 

The Ohio Dept. of Tax language is strange and confusing.  I suppose they mean it's not a notice that a refund is on its way to you, but it IS a report of the refund you would have received in the prior year.  Perhaps they are shying away from "refund" since the amount overpaid could have gone to repay other taxes, child support, other state debts, or been applied (by choice) to future taxes and never actually refunded?   Not sure why they feel the need to make that particular statement.   

In TurboTax, it goes in the section for "state tax refunds received", because that is what it represents, even if a cash refund was actually never given to the taxpayer.

[Bearbert]

Thanks @Anonymous. I entered it under the 1099-MISC as a state tax refund. I'm still unclear who the "overpayment" belongs to--did I overpay taxes to the state or did the state overpay in the refund amount? Or is it just a statement that I received a payment from Ohio (that may or may not count as income)? The refund amount I actually received in 2020 for '19 is equal to the amount of overpayment reported on the 1099-G. When entered, it made no changes to my refunds (state or federal). But it said that I have no additional tax obligations as a result of it. 

[MaryM428]

You entered it correctly.  It would only affect your tax return if you itemized in 2019.  It is unclear why they called if an overpayment instead of a refund, but they are the same thing with different labels.

[TG2020X]

I received exactly the same thing from Ohio and am equally confused.   Since its 1099-G, I assume it goes in as refund on the 2020 federal taxes, but it seems like if we overpaid then it seems like Ohio should be paying it back and its very unclear if there is a place in turbotax to note this in the ohio form.   Sounds like we have to call ohio taxation department during the week.

[LenaH]

Per the State of Ohio, the Department is required to issue a 1099-G if all of the following are true:

• The taxpayer itemized deductions on their federal return for the previous calendar year;
• The taxpayer was entitled to an Ohio and/or school district income tax refund during the tax year; AND
• The refund was greater than $10.

The refund amount reported on the 1099-G is generally from the “Overpayment” line of your Ohio and/or school district return. However, the amount reported on the 1099-G may differ from the amount you requested/received based on corrections made to your return. The amount reported on the 1099-G also includes any portion of your refund that was:

• Carried forward to the next tax year;
• Donated to charity on your return;
• Used to pay Ohio use tax on your return; OR
• Offset to pay any debt(s) reported to the Department of Taxation.

This amount may be taxable if you itemized your deductions in 2019. 

Please follow these steps in TurboTax to enter your 1099-G:

1. Open your return.
2. Search for government payments with the magnifying glass tool on the top of the page.
3. Select the Jump to government payments link in the search results. 
4. Click Yes for the question Did you have any of these types of income? 
5. Put a checkmark next to State or local income tax refunds. 
6. Click Yes for the question Did you get a state or local tax refund in 2020? 
7. Enter the information about your refund. 

​​​​​​​Income - 1099-G and 1099-INT from the Department of Taxation

​​​​​​​@TG2020X