TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Level 2

Question

Tax Year Prior to 2020: 1099-G State Refund

Forum|Forum|6 years ago
January 28, 2020
1 reply
0 views

I did my taxes a bit too early (first time on my own!) and I just received a 1099-G in the mail for last year’s state tax refund. I did not put that into Credit Karma when I did my taxes. My mom says that I have always taken the standard deduction because I have been a student up until this year and I have never made very much money. Do I need to amend my tax return since I didn’t put the 1099-G state refund amount into Credit Karma? Or would it have cancelled it out anyway because I took the standard deduction?

Not A Product Question

Level 15

In your situation, it is not taxable. Keep it with your records. If all three of the following are true, your state refund counts as taxable income:

You itemized deductions last year, instead of taking the standard deduction
You claimed state and local income taxes (not general sales taxes)
Claiming the deduction helped you increase your federal refund or lower your tax bill

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

Level 2

Okay, great. So just to make sure, I do NOT have to amend my return?

Level 2

Thank you both SO much! Next time, I will just remember to input the state refund into the software for my own peace of mind.

So now, I just received a 1099-INT for interest on my HSA account. It’s only about $10. Do the same rules apply to this?