Received 1099-g for overpayment

[dallas_mohr]

I received a 1099-g in what i believe is an over payment for state taxes. How do I enter this in? The only options are for like grants and business.

[VolvoGirl]

Here's a screen shot

[VolvoGirl]

Here's a screen shot

[Melaine]

You will add the 1099-G under wages.  To do this, follow the steps below;

• Log into Turbo Tax
• Click on the orange button 'Take Me To My Return'
• Select Federal Taxes
• Then Wages & Income
• Scroll down to Other Common Income and Select 'Other Common Income' 1099 G section.
  

Follow the instructions provided by Turbo tax from here.

To learn more about the 1099-G please see What Is A 1099-G Tax Form.

[dallas_mohr]

I got to this part but when I am entering it in I only get Taxable grant, Agricultural program payment, Market gain on CCC loans, Reemployment trade adjustment assistance (RTAA) payment, Business or farm tax refund as an option but this was for overpayment in my state taxes

[VolvoGirl]

If it's asking why you got the 1099G for a state refund then you are in the wrong place.  Go back and enter it here…….

To enter a state refund or 1099G just type   state refunds   (with the "s" at the end)   in the search box at the top of your return and click on Jump To it.   OR search for 1099-g (upper- or lower-case) and then click the "Jump to" link in the search results.   Important! Make sure to include the dash when you search, or you'll end up on the unemployment/paid family leave screen.

OR  Enter the 1099G under
Federal Taxes Tab
Wages & Income
Choose Jump to Full List -or  I'll choose what I work on
Scroll down to 1099-Misc and  Other Common Income
      You might need click on Show More to expand the section

Then it's the first line for Refunds Received for State/Local Tax Returns - Click Start
     You do not want the next line that says Other 1099G Income
 
On the first screen check YES - Received a State Refund.

Enter the amount and continue on and after a couple screens, it will ask you a couple questions to determine if it's taxable.  It may or may not be taxable.  It is taxable if you itemized deductions the year it is from.  If you took the standard deduction it is not taxable. If you filed form 1040A or 1040EZ you took the standard deduction and don't have a schedule A, so the refund is not taxable.