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Level 1

2019 First year married filing jointly reporting CA state refund

My wife and I were married in 2019 and now file jointly.

 

For the new filing do we need to combine our state refunds on our 2019 joint federal worksheet? 

- I did itemize my filing last year, she did not

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Employee Tax Expert

2019 First year married filing jointly reporting CA state refund

You would only have to include your state refund if she did not itemize.  

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Employee Tax Expert

2019 First year married filing jointly reporting CA state refund

You would only have to include your state refund if she did not itemize.  

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

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