topic Tate refund taxability in State tax filing

Tate refund taxability

Bmurphy30 — Mon, 09 Mar 2026 04:56:37 GMT

1st time filing jointly. In section "Refunds Received for State/Local Tax Returns". Last year, my spouse & I received a refund from the state of Massachusetts which is taxable this year if you itemized last year. However, I Itemized deductions but she took the Standard deduction. Turbo tax is carrying the 2 refunds for tax this year. Is this correct?

Re: Tate refund taxability

Mike9241 — Fri, 25 Feb 2022 20:47:56 GMT

were you married in 2020? if so if one of you used itemized deductions both should have used itemized deductions or you both must use the standard deduction. this will require one of you to amend.

if you weren't married at the end of 2020, don't enter her state refund.

Re: Tate refund taxability

DianeW777 — Fri, 25 Feb 2022 20:51:18 GMT

No. Do not add both state tax refunds to your tax return for 2021. Since your spouse did not use itemized deductions last year then you would not add that state tax refund to your return for this year. Enter only the state tax refund that was used for itemized deductions on the 2020 tax return.

Re: Tate refund taxability

Bmurphy30 — Fri, 25 Feb 2022 21:24:04 GMT

They were both single in 2020 and married in 2021

Re: Tate refund taxability

Bmurphy30 — Fri, 25 Feb 2022 21:25:34 GMT

Thank you so much. That makes more sense to me. It is my son and his new wife's return.