1099-G New York State

[Jonathan1]

I'm working on my 2024 income tax returns (Federal and New York State).   For year 2023, I received a $389 New York State tax refund due to overpayment of estimated tax payments. 

I visited the NYS Department of Finance website and entered required information.  I received the response "our records indicate you have no 1099-G amount to report for 2024 for filing purposes". 

Question: Is the correct practice for me to enter "0" or "$389" for 1099-G on my Year 2024 return?  I am retired, and received no unemployment monies.  I am just wondering why no record of a 1099-G amount is showing up on the NYS Department of Finance site - assuming I have not made any errors in entering data (social security number, total payments) in the required fields.  

[MaryK4]

If you itemized on your 2023 tax return, you may have to report the New York state tax refund as income.  The New York Department of Finance provides information for your New York state return- New York subtracts income for the state refund if it is included on the federal return.  This does not necessarily mean it will not be taxable on the federal return.  TurboTax will ask you questions in the interview to determine if you have to report it on your federal return.  

[Jonathan1]

Thank you so much for your input and clarification.  I have not itemized for several years. 

Might you know if the TurboTax program will pull this data in automatically as I complete both my Federal and New York State returns.  I do not recall entering this data in the past and one reason I am asking is that I have an entry in 2023 and TT is indicating "needs review" for 2024.  

[MaryK4 · Accepted solution]

@Jonathan1 If you entered the estimated tax payment for New York in 2023 (which you would have had to to get the tax credited for New York), TurboTax would have them even if you did not enter the 1099-G.  This is probably why it shows "Needs Review"- so you can indicate that you did not itemize.  

[Jonathan1]

Thanks so much.  Sounds like the reason it is showing up as "needs review".  And, yes, I have not itemized for the last several years.