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posted Apr 4, 2024 6:42:46 PM

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?

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1 Best answer
Level 15
Apr 4, 2024 6:53:33 PM

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
Employee Tax Expert
Apr 4, 2024 6:46:19 PM

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

 

Level 15
Apr 4, 2024 6:53:33 PM

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.