3636110
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Attend our Ask the Experts event about Tax Law Changes - One Big Beautiful Bill on Aug 6! >> RSVP NOW!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Received PA tax refunds from 2022 and 2023 in 2024

I filed federal and state taxes in 2022 and 2023 and received state refunds for each year in 2024. The state was very late in issuing the 2022 refund (which should have arrived at the end of 2023) and it arrived in January of 2024 with interest for the delayed refund. The 2023 state refund arrived later in 2024 with interest for the delayed in refund.  Entering the two 1099-int for the two refunds was easy. However, while I did not take the standard deduction in any of the years, neither of the refunds should be taxable as the limit on my SALT salt deduction far exceeded the $10,000 limit for both years. Entering the 2023 state refund results in no extra tax for this year. However, when it askes if I have another refund and I enter the state and the year 2022, it just says it is taxable without asking any questions. How do I enter the 2022 state refund in TurboTax without it erroneously thinking it is taxable? There is no option for entering them together and entering more than one year. It just asks the tax year of the refund. 

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
ThomasM125
Expert Alumni

Received PA tax refunds from 2022 and 2023 in 2024

You don't need to enter the 2022 state refund into TurboTax since you know it is not taxable on your federal or state return. It would only show on the return if you determined it was taxable and entered it, so not entering it won't raise any flags. 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question