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Level 1
April 5, 2024
Solved

State Income Tx Return 1099-G

I got a 1099G for the State of Colorado Income return. Do I include this in my Fed tax form? where? all the 1099G options are for unemployment or others not related. Or should I include this only in the State form, if so, where?

    VolvoGirl
    VolvoGirlAnswer
    Level 15
    April 5, 2024

    Expert Reviewed

    Is it for a state tax refund you got in 2023 for your 2022 or prior state return?  Is the amount in box 2?  You may not need to enter it.  Did you take the Standard Deduction on that year federal return?

    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.

    2 replies

    DawnC
    Employee Tax Expert
    Employee Tax Expert
    April 5, 2024

    Enter it in the federal section.   Use these instructions or go directly there:

     

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    VolvoGirl
    VolvoGirlAnswer
    Level 15
    April 5, 2024

    Expert Reviewed

    Is it for a state tax refund you got in 2023 for your 2022 or prior state return?  Is the amount in box 2?  You may not need to enter it.  Did you take the Standard Deduction on that year federal return?

    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.