The return that I filed for a friend last year via TurboTax showed a $559 VA refund. His 2022 1099-G shows a $809 VA refund. How do I reconcile this difference?

jimmanchisi · ‎March 14, 2023

MayaD · ‎March 14, 2023

This year, your Form 1099-G reflects any refund or overpayment credit you received from last year (Box 1), and any corresponding interest (Box 2). This year, it will also include the amount of your one-time tax rebate (if you received one, and itemized deductions last year). If you itemized deductions last year, you may need to report these amounts as income on your federal income tax return.

Virginia Tax

For more information, check: Do I need to report the state or local refund I got last year? Is it taxable?

How do I report last year's state or local refund without a 1099-G?

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MayaD · ‎March 14, 2023

This year, your Form 1099-G reflects any refund or overpayment credit you received from last year (Box 1), and any corresponding interest (Box 2). This year, it will also include the amount of your one-time tax rebate (if you received one, and itemized deductions last year). If you itemized deductions last year, you may need to report these amounts as income on your federal income tax return.

Virginia Tax

For more information, check: Do I need to report the state or local refund I got last year? Is it taxable?

How do I report last year's state or local refund without a 1099-G?

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

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The return that I filed for a friend last year via TurboTax showed a $559 VA refund. His 2022 1099-G shows a $809 VA refund. How do I reconcile this difference?