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For the Middle Class Tax refund here in California, I did not see where Turbo Tax asked for this 1099.

 
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For the Middle Class Tax refund here in California, I did not see where Turbo Tax asked for this 1099.

To report on Federal >Income >choose what I want to work on >Other common income >1099-misc>other income. Report the Middle Class Refund and follow the prompts. 

On California section you will see HERE’s INCOME THAT CALIFORNIA HANDLES DIFFERENTLY. Scroll down to Miscellaneous and scroll down to MIDDLE CLASS TAX REFUND and follow the prompts to exclude the income from CA. 

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4 Replies

For the Middle Class Tax refund here in California, I did not see where Turbo Tax asked for this 1099.

To report on Federal >Income >choose what I want to work on >Other common income >1099-misc>other income. Report the Middle Class Refund and follow the prompts. 

On California section you will see HERE’s INCOME THAT CALIFORNIA HANDLES DIFFERENTLY. Scroll down to Miscellaneous and scroll down to MIDDLE CLASS TAX REFUND and follow the prompts to exclude the income from CA. 

user55551
Returning Member

For the Middle Class Tax refund here in California, I did not see where Turbo Tax asked for this 1099.

Does this fix it?

JamesG1
Expert Alumni

For the Middle Class Tax refund here in California, I did not see where Turbo Tax asked for this 1099.

Report the California Middle Class Tax Refund as follows:

 

  • Select Federal from the left side menu.
  • Click on Wages & Income.
  • Scroll down to Other Common Income.  Click Show more.
  • Click Start / Revisit to the right of 1099-Misc.
  • At the screen Does one of these uncommon situations apply? select This was a California Middle Class Tax Refund.

 

The California Middle Class Tax Refund will not be taxable on your California or Federal returns.

 

View the entries at Tax Tools / Print Center / Print, save or preview this year's return / Include government and TurboTax worksheets.

 

@user55551

 

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user55551
Returning Member

For the Middle Class Tax refund here in California, I did not see where Turbo Tax asked for this 1099.

I got it figured out my taxes got accepted.   I had to do the ID.Me for both my husband and me to get the Ip pin and enter those. One of the reasons it got rejected. Most of it was I had to delete the middle class tax refund 1099 misc and put it back in the right place. Everything worked. Both state and federal got accepted  

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