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Level 4
June 16, 2020
Question

Form 1099-G please help

  • June 16, 2020
  • 1 reply
  • 1 view

I never got this before but I got two forms 1099-G all for 2018.  on box 3 it says "Box 2 amount is for tax year 2016" and the other one it says "Box 2 amount is for tax year 2017".  the other one is less than $50 and the other one is a little over $200. thankyou

    1 reply

    VolvoGirl
    Level 15
    June 16, 2020

    So you got both 2017 & 2018 state refunds in 2019.  

     

    A state refund might be taxable on your federal return.  

    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 sale 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.

     

    If you filed the Free Edition you took the Standard Deduction and the state tax refund is not taxable and you don't have to enter it.

     

    Did you take the Standard Deduction for 2017?  For 2018?

    VolvoGirl
    Level 15
    June 16, 2020

    Oh those years should be 2016 & 2017.  Are you still filling out your 2018 return?  Those go on your 2018 return.  Currently the online version is only to do a 2019 return.  If you already filed 2018 (like last year) you may need to amend 2018 to add the 1099G.

    txkptAuthor
    Level 4
    June 16, 2020

    thanks.  I"m doing the offline version, trying to do my 2018 yr.  the 1099 forms all say "2018" but the box 3 one says for 2016 and 2017.