topic Re: 2 1099-G for tax refunds related to different years from California in Retirement tax questions

2 1099-G for tax refunds related to different years from California

chenar — Wed, 11 Feb 2026 04:22:19 GMT

I have a tax refund from previous year when I did not itemize and I have a tax refund from a prior year related to 1040x. That year I had itemized.

But because my SALT were substantially above the federal deduction cap in both those years, I should not be paying taxes on either of the refunds. I have received 2 1099-G.

The first one was auto recorded by TurboTax when it imported data from prior year tax return and I see that it's not being taxed. When I manually enter the 2nd 1099-G, all the amount in box 2 is reported as taxable in schedule 1 line 1. It should not be.

How do I correctly enter this 1099-G so that it does not get taxed?

How do I handle this situation?

Thank you.

Re: 2 1099-G for tax refunds related to different years from California

rjs — Tue, 06 Feb 2024 03:12:12 GMT

You don't have to enter the second 1099-G. Since you know it's not taxable, just don't enter it.

Re: 2 1099-G for tax refunds related to different years from California

chenar — Tue, 19 Mar 2024 23:51:12 GMT

Thanks for the pointers.

I found out the state and local income tax worksheet in the turbotax form mode and found out the taxable 1099-G entry for prior years. The column d showed the same amount as column c. Changing the column d to zero did the trick.

Since (I think) the worksheet does not get filed along with the returns, technically I am doing exactly the same thing as you suggested above. So marking your answer as the best one.

For years, I blindly followed turbotax and let it do what it wanted to but now I am discovering that I should be at least paying attention to how the tax due/tax refund amount changes at the top whenever I change numbers.