topic Where do you file the middle class tax refund? in After you file

Where do you file the middle class tax refund?

Larry-Rossi — Mon, 23 Feb 2026 10:45:59 GMT

where do i file the california middle class tax refund with the 1099-misc?

Re: Where do you file the middle class tax refund?

ee-ea — Wed, 18 Jan 2023 02:10:43 GMT

See this info

https://www.ftb.ca.gov/about-ftb/newsroom/middle-class-tax-refund/index.html?WT.ac=Global_banner_MCTR

Re: Where do you file the middle class tax refund?

Bsch4477 — Wed, 18 Jan 2023 03:05:08 GMT

The payment is taxable by Federal but not by California.

To report on Federal >Income >choose what I want to work on >Other common income >1099-misc>other income. Report the Middle Class Refund and follow the prompts.

On California section you will see HERE’s INCOME THAT CALIFORNIA HANDLES DIFFERENTLY. Scroll down to Miscellaneous and scroll down to MIDDLE CLASS TAX REFUND and follow the prompts to exclude the income from CA.

Re: Where do you file the middle class tax refund?

LindaS5247 — Wed, 18 Jan 2023 19:22:25 GMT

The Middle-Class Tax Refund (MCTR) is a one-time payment to provide relief to Californians. It is not taxable on your California State return, but it may be required be reported on your Federal Income Tax Return.

The IRS has not issued final guidance on the reporting the Middle-Class Refund on your Federal Income Tax Return. Click on this link for more information: https://ttlc.intuit.com/turbotax-enter-state-stimulus-payment-turbotax

It sounds like you may have received Form 1099-Misc for this payment.

If the IRS determines that your stimulus payment is taxable on your Federal Tax Return, click on the following link for information on entering a Form 1099-Misc in Turbo Tax: https://ttlc.intuit.com/turbotax-enter-1099-misc

@Bsch477 explains how you enter this tax refund on your California State Return.

You will not be taxed on this income for your California State Return purposes.

Re: Where do you file the middle class tax refund?

sclhbob — Mon, 23 Jan 2023 01:12:58 GMT

Thank you, worked perfectly. Now if California would just finalize their forms so I could file.

Re: Where do you file the middle class tax refund?

coloradoripoll — Mon, 23 Jan 2023 22:31:32 GMT

It appears to enter this amount you are forced from "free" filing to a "deluxe filing"; even though on the 1099-Misc instructions for box 3 it clearly states to list as "other income" line of schedule 1 Form 1040. Last year I used the free edition too and it provided my taxes on the Form 1040. Is upgrading the only option?

Re: Where do you file the middle class tax refund adjustment on CA Tax return

Harry1040 — Mon, 23 Jan 2023 23:45:03 GMT

Where is this? What form? "HERE’s INCOME THAT CALIFORNIA HANDLES DIFFERENTLY."

Re: Where do you file the middle class tax refund adjustment on CA Tax return

Bsch4477 — Tue, 24 Jan 2023 00:58:03 GMT

You will see it when you enter the state program.

Re: Where do you file the middle class tax refund adjustment on CA Tax return

coloradoripoll — Tue, 24 Jan 2023 02:40:39 GMT

But what about federal? can you use the free edition for federal and still report under “other income”?

Re: Where do you file the middle class tax refund adjustment on CA Tax return

Bsch4477 — Tue, 24 Jan 2023 02:56:15 GMT

Try it and see if you have to upgrade.

Re: Where do you file the middle class tax refund adjustment on CA Tax return

coloradoripoll — Tue, 24 Jan 2023 03:16:52 GMT

Hello, I did and based on my experience it was forcing upgrade.

I am asking IF anybody was able to find a way to do it with free version on Federal since per #3 on the back says you can use the Form 1040, which IS the free version, but TurboTax wants to charge. Thanks anyway.

Re: Where do you file the middle class tax refund?

LHEARTSMACBD — Tue, 24 Jan 2023 04:11:29 GMT

What about if you didn't receive it? How do you report that?

Re: Where do you file the middle class tax refund?

Bsch4477 — Tue, 24 Jan 2023 04:16:21 GMT

There’s nothing to report if you didn’t receive it.

If you believe you should have received it by now and haven't, call 1-800-240-0223 to find out why and/or get a replacement debit card.

Re: Where do you file the middle class tax refund adjustment on CA Tax return

JamesG1 — Tue, 24 Jan 2023 15:05:37 GMT

TurboTax Free version will not support this entry of the 1099-MISC. See that 1099-MISC is not supported where tax forms are listed here.

Report the California Middle Class Tax Refund as follow:

Select Federal from the left side menu.
Click on Wages & Income.
Scroll down to Other Common Income. Click Show more.
Click Start / Revisit to the right of 1099-Misc.
Report as box 3 Other income.

In the California tax return, you will see Here's Income That California Handles Differently. Scroll down to Miscellaneous, then to Middle Class Tax Refund. Follow the prompts to exclude the income from the California tax return.

View the entries at Tax Tools / Print Center / Print, save or preview this year's return / Include government and TurboTax worksheets.

@coloradoripoll

Re: Where do you file the middle class tax refund adjustment on CA Tax return

AT168 — Wed, 25 Jan 2023 07:05:23 GMT

My CA middle class tax refund was under $600 and per State of CA website they will not be issuing a 1099. Where and how should I input this income? The 1099-MISC screen is asking for the Payer's Federal ID# which I don't have since I don't have the 1099. Under "Payer" should I just put "State of CA"?

Thanks.

Re: Where do you file the middle class tax refund adjustment on CA Tax return

MapleK — Wed, 25 Jan 2023 06:01:25 GMT

@AT168 If you are not receiving the 1099-MISC because you received less than $600, then there is no need for you to enter the income on the federal page. It is not taxable.

Re: Where do you file the middle class tax refund on CA Tax return

AT168 — Wed, 25 Jan 2023 08:20:30 GMT

@MapleK Thank you for your response. However I read online that "taxpayers must report any income even if they did not receive their 1099 form, unless it is a gift" I believe the $600 limit is just the IRS requirement for Form 1099-MISC to be considered necessary to file by the payer.

I just saw a previous post regarding this matter...

To enter your other income as other miscellaneous income:

Click on the “Federal Taxes” tab ("Personal" tab in TurboTax Home & Business)
Next click on “Wages and Income”
Scroll down the screen until to come to the section “Less Common Income”
Choose "show more", then Miscellaneous Income
Choose "Other Reportable Income" and enter this information here under other taxable income
Input CA Middle Class Tax Refund and amount

Re: Where do you file the middle class tax refund on CA Tax return

MapleK — Wed, 25 Jan 2023 08:09:16 GMT

@AT168 I can’t find any IRS guidelines on this refund. If you are going to enter the amount, then the TIN is 68-0204061 and use State of California as the payer.

Re: Where do you file the middle class tax refund on CA Tax return

AT168 — Wed, 25 Jan 2023 08:21:13 GMT

@MapleK Thank you!!!!

Re: Where do you file the middle class tax refund on CA Tax return

Bsch4477 — Wed, 25 Jan 2023 15:48:05 GMT

You are correct that all income must be reported. In TurboTax under Income go to Less Common Income and scroll down to Miscellaneous income. Scroll down to Other Reportable Income. Then you can report your rebate without a payer number and enter text—CA Middle Class Rebate.