I'm filing Married Joint this year and Under State Total Refunds for 2018 do I add both of ours together

roosk66 · ‎March 28, 2020

bluedeb · ‎March 28, 2020

TurboTax does not handle this situation. If you enter more than one state refund, it just adds them together. It does not ask separately for each refund whether you itemized last year. It just asks once after all the refunds have been entered. There is only one worksheet for prior year State Refunds. You cannot add them separately.

So do one of the following.....

If you both itemized deductions last year then add them together and enter it.
If you both took the standard deduction last year add them together and enter it.
If one person took itemized deductions and the other one took the standard deduction then only enter the one that itemized deductions.

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LinaJ2020 · ‎March 28, 2020

Which state are you referring to?

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bluedeb · ‎March 28, 2020

TurboTax does not handle this situation. If you enter more than one state refund, it just adds them together. It does not ask separately for each refund whether you itemized last year. It just asks once after all the refunds have been entered. There is only one worksheet for prior year State Refunds. You cannot add them separately.

So do one of the following.....

If you both itemized deductions last year then add them together and enter it.
If you both took the standard deduction last year add them together and enter it.
If one person took itemized deductions and the other one took the standard deduction then only enter the one that itemized deductions.

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I'm filing Married Joint this year and Under State Total Refunds for 2018 do I add both of ours together