Multiple Year State Tax Refunds Received in the Same Year

[Nwesu]

How do I report multiple previous year Maryland Tax Refunds in the same 2019 year if I have itemized for all years? Also, because it appears I only included only one of the state refunds when I originally submitted my 2019 returned and it's been processed by the IRS and MD, it seems I need to amend it.

[AmyC · Accepted solution]

If you filed multiple years of state returns in one year, then received all of the refunds in 2019, then all of the refunds would be added together for your state refund. Go back into the program and change the amount of the one year to the total of all that were received in that tax year.

[amvivaldi]

Hi Amy.  I have a follow-up question on this topic.  I filed amended state returns for prior years (2018-2020) in early 2022 and received refunds later that year.  All three years we took the standard deduction which would have made the state tax refund non-taxable.  Yet when I enter them individually (to correctly identify the tax years) they increase my tax liability.  Is this correct?  If not, is this a Turbotax error?  What is my path forward?  Thanks!

[VolvoGirl]

If you took the Standard Deduction for those years you do not need to enter them at all.

[Nwesu]

Hello,

My situation is similar, but for the 2019 amended return, which I should have included 3 state refund amounts. Do I have to attach a copy of the 1099-Gs that contain the two of three amounts that I failed to include on the original return? Also, in one of the other replies, it was mentioned that there is a Part III in the TT Amendment CD app to use to document what changed, but one was not in the 2019 PDF amended return (with 1040-X) that was produced. Then how would I indicate to the IRS what changed? Thanks.

[DianeW777]

The amended return has a section on page 2 that allows an explanation of the changes.  You can write it in if you are mailing your amended return or you can add a letter of explanation. The 1099-Gs do not need to be included unless there is federal withholding, but you can choose to include a copy if you wish when mailing the amended return.

If you are using TurboTax CD/Download Desktop version you can change to Forms (upper right) and select the 1040-X, then scroll to Part III to type your explanation if you want to e-file the return.

• How to amend (change or correct) a return already filed?