My husband and I are filing jointly this year (we filed married filing separately last year), can I include his refund for state and local tax along with mine?

jessica-schafer0 — Tue, 04 Jun 2019 23:03:31 GMT

In the wages and income section it lists my state and local refund for last year. Since we are filing jointly this year can I add in his refund for state and local last year?

Yes you have to. But, TurboTax does not handle this. If...

VolvoGirl — Tue, 04 Jun 2019 23:03:33 GMT

Yes you have to. But, TurboTax does not handle this. If you enter more than one state refund, it just adds them together. It does not ask separately for each refund whether you itemized last year. It just asks once after all the refunds have been entered. There is only one State and Local Income Tax Refund Worksheet, so there is no way to do the calculation separately for the taxpayer and spouse. The help for the worksheet even says that a change in marital status from last year is one of the situations it does not handle.

So either.....
If you both itemized deductions last year then add them together and enter it.
If you both took the standard deduction last year add them together and enter it.
If one person took itemized deductions and the other one took the standard deduction then only enter the one that itemized deductions.

And answer the follow up questions.

topic My husband and I are filing jointly this year (we filed married filing separately last year), can I include his refund for state and local tax along with mine? in Get your taxes done using TurboTax

My husband and I are filing jointly this year (we filed married filing separately last year), can I include his refund for state and local tax along with mine?

Yes you have to. But, TurboTax does not handle this. If...