New York State Inflation Check Refund help...

[Sikkasill]

Hello, I need help figuring out what exactly I need to do to complete this process... What are the steps I need to take if I have already filed my taxes?? New York State is filed/"ready to mail" status, and the Federal I was in the process of amending to try and add this inflation check but I have been increasingly confused on what the RIGHT WAY of doing this is? The different posts I've seen are for before filing but not for someone who has filed without knowing this information...

[AmyC]

The federal has not issued a stance on the taxability of NY inflation refund. NY does not tax it. 

It is your return so you can file an amended  but if the IRS decides it isn't taxable, you may want to amend again. To help decide, look at the $ difference with and without the refund. If it is less than $25, not worth amending as the IRS does not want to deal with minimal amounts.

[Sikkasill]

Thanks for the reply, but this doesn't help me... I need help with the process of inputting it into turbo tax STEP by STEP, because I've read varying methods of doing it but still don't have a clear method. Also, like I said, I filed before adding in the inflation check into my returns, so I have to amend and I need the steps on how to add the $200 with this in mind. 

[AmyC]

Since you already filed the original, the amended form just adds the corrected income into the total. A simple method for the amended return:

1. Open to federal income section
2. scroll to the bottom / show less common income
3. Locate Miscellaneous Income, 1099-A, 1099-C, Start
4. Scroll to the bottom
5. Other reportable income, Start
6. Other taxable income?
7. Select YES
8. Description  - whatever you want to say, NY inflation refund
9. Amount, enter your amount 
10. Continue

[Sikkasill]

Unfortunately this method doesn't allow me to enter that info and requires me to upgrade to a deluxe edition... quite ridiculous. Is there another way to go about this?

[DianeW777]

The steps below are another option to see if the upgrade is still required. The following steps should help with the answers when entering the New York State (NYS) inflation refund check. By using the steps below it will be subtracted from your NYS income and taxed to federal as required.

Do not enter it as Other Income directly so that it will be reflected correctly on both the federal and NYS return.

STEP BY STEP – NY INFLATION REFUND CHECK IN TURBOTAX (1099-G)

1. Open your return in TurboTax > Select Federal > Wages & Income > Other Common Income >
2. 'Refunds Received for State/Local Tax Returns' > Add or Revisit
3. At 'Did you get a state or local tax refund in 2025?' click YES OR on the Summary screen select Add more refunds
4. When asked about the refund you received in 2025, enter the following:
   • State: New York
   • Tax return year: 2023
   • Payments and withholding: 0 (be sure to enter the zero)
   • Refund amount: enter full amount you received or ONLY YOUR SHARE (half if MFS)
   • Continue.
5. On the screen 'Let's check if your 2023 New York refund is taxable' >'Does either apply to your 2023 New York return?'
6. Even though you took the standard deduction, select: NO (this is not a regular state refund-- Note: TurboTax will include it as taxable on your federal return while subtracting it from NYS correctly.)
7. 'Tell us the taxable amount of your refund' Enter the dollar amount of the refund > Continue
8. When the federal return is complete, go through your state return, then you can preview each return.

If you would like to preview your form you can use the steps below. (Form 1040, Line 8z-Other Income). 

IT-201 will show the subtraction from NYS income.

From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.)

1. Select Tax Tools
2. On the drop-down select Tools
3. On the pop-up menu titled “Tools Center”, select View Tax Summary 
4. On the left sidebar, select Preview my 1040 

For TurboTax Desktop, change to 'Forms' and review the forms.

@Sikkasill