It should have been 2 exemptions. Now I have to get a fed. transcript to prove to Ohio that I can claim 2. So I really should have had a $242 refund instead of a $174.38. TT thinks I received a $242 refund. How do I handle this? Thanks, in advance.
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You are correct, you should correct the refund amount to what you actually received.
State tax refunds are taxable income in the year they were actually paid to you (and only if you itemized and deducted your state taxes originally.) Turbotax doesn't know the state has adjusted your refund. If the state accepts your explanation and pays the rest of the refund, then that would be income you will report on your next tax return along with the regular state refund from this year.
I'm a bit puzzled on where the state got the information that you should not have claimed your child. I don't see how that would have come from the IRS. If you e-filed a federal and state return claiming your son as a dependent, and the state return was accepted while the federal return was rejected, but you then mailed the federal return, the state and federal returns should have matched.
Of course, if you and your girlfriend both claimed the same child on the state and federal returns, your girlfriend needs to file amended returns with both the IRS and the state to remove the dependent and probably pay back part of her refund. The state might have adjusted your tax return because of hers. If she filed an amended federal return, did she forget to file a state return? Or if she has not filed either amended return, maybe Ohio is faster at catching this kind of mistake.
Depending on what the underlying problem is, your GF may need to file an amended return with Ohio to remove your son from her return, before they will accept your return claiming your son as a dependent.
You are correct, you should correct the refund amount to what you actually received.
State tax refunds are taxable income in the year they were actually paid to you (and only if you itemized and deducted your state taxes originally.) Turbotax doesn't know the state has adjusted your refund. If the state accepts your explanation and pays the rest of the refund, then that would be income you will report on your next tax return along with the regular state refund from this year.
I'm a bit puzzled on where the state got the information that you should not have claimed your child. I don't see how that would have come from the IRS. If you e-filed a federal and state return claiming your son as a dependent, and the state return was accepted while the federal return was rejected, but you then mailed the federal return, the state and federal returns should have matched.
Of course, if you and your girlfriend both claimed the same child on the state and federal returns, your girlfriend needs to file amended returns with both the IRS and the state to remove the dependent and probably pay back part of her refund. The state might have adjusted your tax return because of hers. If she filed an amended federal return, did she forget to file a state return? Or if she has not filed either amended return, maybe Ohio is faster at catching this kind of mistake.
Depending on what the underlying problem is, your GF may need to file an amended return with Ohio to remove your son from her return, before they will accept your return claiming your son as a dependent.
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