Should I enter a State Refund somewhere?

Forum|Forum|3 years ago
April 3, 2023
1 reply
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In 2022, I got a refund from 2021 NY State Taxes. Should that be entered somewhere as "income" or something in the 2022 forms? It seems like I used to have to do that, but I don't see a place for it.

Best answer by xmasbaby0

If you used itemized deductions for your 2021 federal return you need to enter the amount of the state refund you received. If you used standard deduction for your 2021 federal return you do not enter the state refund.

xmasbaby0

Answer

Level 15

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

mtiedeAuthor

Level 4

But the question is, WHERE would I enter that?

And as I look closer at what this refund check is, it was actually a "2022 Homeowner Tax Rebate" and not a refund. But the same questions is, "Where would I enter that?"

VolvoGirl

Level 15

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 sales 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.

To enter a state refund just type 1099-G or 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 the left side
Wages & Income at the top

Scroll down to 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 or Revisit
You do not want the next line that says Other 1099G Income

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