topic When filing jointly should both parties state and local tax refund amounts be added together in the wages and income section (State and Local Tax Refund Summary)? in After you file

When filing jointly should both parties state and local tax refund amounts be added together in the wages and income section (State and Local Tax Refund Summary)?

zank44 — Sat, 01 Jun 2019 18:16:33 GMT

Yes, if you both itemize last year. If one of you took th...

KrisD — Sat, 01 Jun 2019 18:16:34 GMT

Yes, if you both itemize last year. If one of you took the standard deduction, that person's refund does not need to be included. A state refund is not claimed the following year as income if the Taxpayer used the Standard deduction.