topic Can I view a generated State and Local Refunds Taxable Worksheet? in After you file

Can I view a generated State and Local Refunds Taxable Worksheet?

acardenasv24 — Mon, 16 Feb 2026 02:24:48 GMT

Comparing against two other tax prep applications, TurboTax is saying my State Refund isn't taxable. I'd like to compare by reviewing the State and Local Refunds Taxable Worksheet, if TurboTax offers this.

Re: Can I view a generated State and Local Refunds Taxable Worksheet?

VolvoGirl — Mon, 16 Feb 2026 02:28:28 GMT

A State Tax Refund is taxable if you itemized deductions on your 2024 federal return and took a deduction for state income taxes instead of the sale tax. You got a deduction benefit for it so now you have to include it as income. If you took the standard deduction it is not taxable and you don't need to report it.

Before filing, You can preview the 1040 or print the whole return

https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160

Re: Can I view a generated State and Local Refunds Taxable Worksheet?

KrisD15 — Mon, 16 Feb 2026 13:48:38 GMT

Worksheets can be view when using TurboTax Desktop.

Switch to "Forms"

Scroll to the form, document or worksheet required.

The Online versions only offer the worksheets when you print your return.

Printing an Online copy does require the purchase fee to be paid prior.

HERE are the instructions for printing when using TurboTax Online.

@acardenasv24

Re: Can I view a generated State and Local Refunds Taxable Worksheet?

acardenasv24 — Mon, 16 Mar 2026 02:19:46 GMT

Hi @VolvoGirl,

Thank you for responding. I did itemize in 2024 and took a deduction for state income taxes instead of sales tax.

Unfortunately, none of the linked methods allowed me to preview my 1040; though, I was looking for something closer to a State/Local Income Tax Refund Worksheet.

Re: Can I view a generated State and Local Refunds Taxable Worksheet?

acardenasv24 — Mon, 16 Mar 2026 02:22:31 GMT

Hi @KrisD15,

Thank you for your response. I m using the online version. I usually fill out my taxes in parallel with FreeTaxUSA and HRBlock to ensure my numbers match. TurboTax's omission of a way for me to see how they are deciding if my state/local refund is taxable/not taxable, raises a large-enough question that I don't feel that I can trust the numbers coming out - especially when the other two applications are in agreement (even though TurboTax's refund value is higher)