turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Received a 1099-G for tax refund from Oregon for 2019 in 2020, but did not reside in Oregon in 2020. Where do I report it on my federal return?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

3 Replies

Received a 1099-G for tax refund from Oregon for 2019 in 2020, but did not reside in Oregon in 2020. Where do I report it on my federal return?

To enter a state refund just type  1099-G (with the dash)  in the search box at the top of your return and click on Jump To it.

 

OR  Enter the 1099G under

 Federal on left

Wages & Income at top

 Scroll down to 1099-Misc and  Other Common Income

      You might need click on Show More to expand the section

 

Then it's the first line for Refunds Received for State/Local Tax Returns - Click Start

     You do not want the next line that says Other 1099G Income

 

On the first screen check YES - Received a State Refund.

 

A State Tax Refund is taxable if you itemized deductions on that prior year's federal return and took a deduction for state income taxes instead of the sale tax.  You got a deduction benefit for it so now you have to include it as income. If you took the standard deduction it is not taxable and you don't need to report it.

Received a 1099-G for tax refund from Oregon for 2019 in 2020, but did not reside in Oregon in 2020. Where do I report it on my federal return?

It does not matter that you no longer live in Oregon, you still report the state tax refund received.

 

To enter a state or local tax refund (Form 1099-G) -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Other Common Income
  • On Refunds Received for State/Local Tax Returns, click the start or update button

Or enter state refunds in the Search box located in the upper right of the program screen. Click on Jump to state refunds

Received a 1099-G for tax refund from Oregon for 2019 in 2020, but did not reside in Oregon in 2020. Where do I report it on my federal return?

if you used Turbotax last year it there should be a state tax refund wks in the 2020 tax file which will compute if any is taxable.

 

 

otherwise, you haven't given us enough info.  did you use the standard deduction in 2019  in which case you would not report it at all

 

in other situations you may need to report it or not and how much is taxable if any becomes complicated. see 1040 instructions page 85 and the worksheet on page 86. however, if any of the conditions on page 85 apply then you need to refer to pub 525 page 23 to determine if any is taxable.  however, if you used Turbotax last year it there should be a state tax refund wks in the 2020 tax file which will compute if any is taxable.

 

https://www.irs.gov/pub/irs-pdf/i1040gi.pdf 

https://www.irs.gov/pub/irs-pdf/p525.pdf 

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies