Federal Schedule 1, Line 1 (state refund) not tran...
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Returning Member

Federal Schedule 1, Line 1 (state refund) not transferring to Minnesota (M1) Line 6

Hi. The amount of my MN state refund from 2018, as reported on federal Schedule 1, Line 1, is not transferring to Minnesota form M1, Line 6.  Is there a fix or a workaround?  Please see below for details:

 

Thank you.

 

9.png

 

As-entered ($123 for MN 2018 refund):

1.png

 

As-shown in underlying form on federal schedule 1, line 1:

2.png

 

As-shown in print preview of Minnesota form M1, line 6, $123 did not transfer from Schedule 1, line 1:

3.png

 

4.png

 

As-shown in underlying table of M1M:

5.png

 

6.png

 

Note, I have no income from MI or ND which could otherwise explain my issue:

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12.png

 

 

3 Replies
Employee Tax Expert

Federal Schedule 1, Line 1 (state refund) not transferring to Minnesota (M1) Line 6

It depends. If you took the standard deduction, then you do not have to claim the refund as income. 

 

The underlying question is whether you had a tax benefit for your refund in the prior year. If you did not itemize your deductions, but instead took the standard deduction, then you did not "over-deduct" your state taxes that were then partially refunded. 

 

If you do not have to claim the refund as income, then there is no correlating income tax refund reported on line 6 of your Minnesota Schedule 1.

 

Click on the link for the 2019 Minnesota Individual Income Tax Instructions page 13 on Line 6-State Income Tax Refund 

 

 

Returning Member

Federal Schedule 1, Line 1 (state refund) not transferring to Minnesota (M1) Line 6

Thank you for the reply Kathryn.  I did itemize last year and typically do.

 

I too was reading through the MN Line 6 instructions which lead me to post my question.  Since I did file a return, and, I do have an amount on Line 1 of federal Schedule 1, I was expecting TurboTax to populate MN Line 6 automatically.

 

If I manually override MN Line 6 and put in the refund amount (per federal Sched. 1) then that increases my refund for this year (2019) by.  However, I am then unable to e-file per turbo tax.

 

In the end, I ended up leaving it blank, as TurboTax has it. I like to think it is smarter than me.

 

Thank you

Employee Tax Expert

Federal Schedule 1, Line 1 (state refund) not transferring to Minnesota (M1) Line 6

The form you posted showing the refund in the Federal worksheet does not mean it was carried through to the 1040. 

Please check your Federal Schedule 1 line 10. 

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