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Level 2
January 25, 2023
Question

State of NJ Made a Mistake on 2021 Refund

  • January 25, 2023
  • 2 replies
  • 16 views

Last year when I filed my taxes, the state of NJ refunded me too much....and then sent me a bill saying I owed $40.  Their system marked that I as 65 years old, and then later corrected it.

 

How do I account for that $40 payment I had to make back to NJ?

 

THank you!

 

 

    2 replies

    Level 15
    January 25, 2023

    It depends.  If you did itemize your deductions in 2021 and you received a Form 1099-G for your New Jersey (NJ) refund you can reduce the amount on your form by the $40 you paid back to NJ. 

     

    If you did not itemize your deductions on your federal return in 2021 there is nothing to report for 2022.

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    fanfare
    Level 15
    January 25, 2023

    The SALT cap is $10,000. if you already itemized that much you can't deduct the $40.