topic Re: First year join return in Get your taxes done using TurboTax

First year join return

gjhubbard — Wed, 11 Feb 2026 09:22:19 GMT

Married last year, now filing first joint return. In the prior year both had state income tax refunds. One itemized and the other did not. When entering the tax refunds from the prior year asks whether itemized or standard deduction, but only allows one answer.

Re: First year join return

xmasbaby0 — Tue, 02 Apr 2024 20:07:51 GMT

Enter the amount of the refund from the spouse who itemized last year.

Re: First year join return

TomK2023 — Tue, 02 Apr 2024 20:17:11 GMT

Please see TurboTax Expert VanessaA's excellent response to a similar question:

"You will select that you itemized your return, and then if you received a refund from the state, you will include ONLY YOUR refund amount as income. So if you both received refunds and both received 1099-G's for the refunds, do not enter his. You were the only one that received a deduction for the taxes, so yours is the only one that would be taxable."

TurboTax Expert VanessaA original post.