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1099-G for California refund has old value

Hello, I recently amended my 2023 tax return (and received some additional state tax refund). Now my 2024 1099-G has the old refund amount on it. Should I enter the old CA tax refund amount from the 2024 1099-G when doing my taxes for 2024? or should I override it and update it to the new amount (old + amendment).

 

thankyou!

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2 Replies
rjs
Level 15
Level 15

1099-G for California refund has old value

Exactly when did you "recently" amend your 2023 California tax return, and when did you receive the additional refund? If you received the additional refund in 2025, then it should not be included in your 2024 1099-G. The 1099-G for 2024 reports refunds that you received IN 2024. You should enter the 1099-G as it actually appears. Any refund that you received in 2025 will be included in a 2025 1099-G, no matter what year the refund is for. You will enter it in your 2025 federal tax return.

 

1099-G for California refund has old value

I filed the 2023 amendment recently and am waiting for the refund. So, I will use the value on the 2024 1099-G. thankyou!!! 

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