If I am being told to check this entry and it says State Tax Refund Worksheet Item Q Line 1 what do I put in there?

[zenmster]

Hi Just saw this.  I've been itemizing since 2012 using turbo tax - this is what's very confusing to me.  I didn't have an error last year and that same line item is also blank (not even a "0").  Suggestions?  can I go to another part of my tax year 2018 return to use in my tax year 2019 return?

[zenmster]

so if this information line item is BLANK in my tax year 2018 return can I just enter the vehicle reg fee here in my 2019 tax year return?  I'm assuming this is personal reg fee and not my business vehicle reg fee (?)

[KrisD15]

WORKSHEET ITEM Q LINE 1

The program is asking how much you reported as state and local taxes paid on the previous year return, in your case, on your 2018 return. 

Since you indicated that you did itemize deductions on the 2018 return, look for your Schedule A which would have been included with your tax return. The number is on Schedule A line 5b.

Look at the box on line 5a, is it checked? If it is, your refund is not taxable and you are done with that section. 

If the box is checked, you may need to claim part of the refund as income. 

The amount of the refund may or may not be considered as taxable income on your current tax year federal return. 

IS IT TAXABLE INCOME? that depends.

IF you claimed the Standard Deduction on your previous tax year, no, it is NOT taxable. It won't be reported on your current tax year return. 

IF you Itemized Deductions on your previous tax year return, it COULD be taxable income on your current tax return. 

     Did you use the State Income tax paid as a deduction? Then no, it isn't. (Box by line 5a is checked)

     Did you use the State Sales tax paid as a deduction? Then yes, at least part may be taxable. (Box by line 5a ix not checked) 

TurboTax is asking about your numbers from your previous tax return so it can determine if the 1099-G is taxable on your current tax year return. 

Worksheet Item Q line 2 is on previous year Schedule A line 5c. 

I hope this clears things up for you.

[reneevyne]

yes. it is

[MarilynG1]

@reneevyne The State Tax Refund Worksheet, Item Q, Line 1, is for Property Tax from your 2019 return.

If you did not itemize deductions in 2019, just enter $0 or leave blank.

If you did itemize in 2019, enter the amount from Schedule A of your 2019 return.

Click this link for instructions on How to Find Schedule A in a Prior Year Return. 

[chapinreyes]

Hello @MarilynG1 MarilynG1

I am stuck at this point as well.  I see different answers here, but what should I enter here and where does that info come from?