Married filing Joint after previously filing Separately, one got a state tax refund last year, the other paid state taxes.

quiltsanity0212 — Sun, 18 Jan 2026 19:46:37 GMT

How do I fill out this years taxes in this scenario:

2024 Both filed Married Filing Separately

2024 State Tax refund for wife was $1782, but 2024 the husband paid $8637 in State taxes at filing.

If I would have had to add two refunds together when reporting state tax refunds, do I consider this as zero refund, and net paid to state of $6855?

How do I fill out the fields in turbo tax pertaining to last years tax refunds?

Re: Married filing Joint after previously filing Separately, one got a state tax refund last year, the other paid state taxes.

VolvoGirl — Sun, 18 Jan 2026 19:58:52 GMT

Did she itemize deductions last year? If she took the Standard Deduction the refund is not taxable so you can ignore it. Not sure what to do if she itemized. Probably enter the refund and answer the questions just for her 2024 return.

Did you start 2-025 by transferring one of the separate returns?

Then for your tax paid enter it under

Federal Taxes (or Personal for H&B)
Deductions and Credits
Then scroll way down to Estimates and Other Taxes Paid
Other Income Taxes - Click the Start or Update button

Next page scroll down to Other Income Taxes Paid in 2024
Balance due on your 2023 State taxes paid in 2024

topic Married filing Joint after previously filing Separately, one got a state tax refund last year, the other paid state taxes. in Get your taxes done using TurboTax

Married filing Joint after previously filing Separately, one got a state tax refund last year, the other paid state taxes.

Re: Married filing Joint after previously filing Separately, one got a state tax refund last year, the other paid state taxes.