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Level 1
posted Mar 17, 2024 4:27:35 PM

1099G for State overpayment error in prior year

Last year I owed (and paid) a lot of NYC Unincorporated Business Tax at tax time (thanks to income fluctuation).  I made the payment online and due to a tech error on the payment platform, the payment went through twice.  I requested to have the second (duplicate) payment refunded.  Now I've received a 1099-G reporting the refunded amount as a state tax refund, which I guess it is. 

 

How would I correct this?  It doesn't seem logical that I should owe income tax on this when it is offset by the original overpayment.

 

 

0 3 2725
3 Replies
Level 15
Mar 17, 2024 4:35:55 PM

You deduct the amount you paid.  Both payments.

Level 1
Mar 17, 2024 6:12:32 PM

Do you mean, log the 1099-G as a taxable state refund, but deduct both payments as business expenses on the Schedule C?

Expert Alumni
Mar 18, 2024 8:29:35 AM

If this was a refund of taxes you paid in, then this is not taxable income as long as you did not itemize your deductions last year and take a deduction for the amount of the refund.  If you took a deduction for all of the taxes you paid, then it could be taxable. 

 

All you need to do is walk through the steps to enter your 1099-G and then TurboTax will ask you questions to determine if it is taxable and if so, how much of it is.

 

To enter the 1099-G select the following:

  1. Federal
  2. State and Local Income Tax Refunds on Form 1099-G under Other Common income
  3. Walk through the steps to enter your form and answer the questions