I got married this year, last year I took the standard deduction but my husband itemized. He has a state refund that we need to add but I do not. How do separate them

julet216 · ‎June 5, 2019

I need to claim my husbands refund but not mine, can I just delete mine?

DanielV01 · ‎June 5, 2019

You are correct. You simply won't input your 1099-G that shows your state tax refund from last year. When you enter his information, you will show that last year he did not file joint (whether it was single or head of household), and what his itemized deductions were, and so forth. TurboTax will determine how much of his state tax refund is taxable.

If you have entered your 1099-G when you did not need to, you may simply delete the form. If you took the standard deduction, the information on that form does not need to be reported; you keep it for your records only.

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View solution in original post

DanielV01 · ‎June 5, 2019

You are correct. You simply won't input your 1099-G that shows your state tax refund from last year. When you enter his information, you will show that last year he did not file joint (whether it was single or head of household), and what his itemized deductions were, and so forth. TurboTax will determine how much of his state tax refund is taxable.

If you have entered your 1099-G when you did not need to, you may simply delete the form. If you took the standard deduction, the information on that form does not need to be reported; you keep it for your records only.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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I got married this year, last year I took the standard deduction but my husband itemized. He has a state refund that we need to add but I do not. How do separate them