TT is asking if 5a or 5b is checked on my 2017 schedule A ? I stated that I itemized in 2017 (1040) (previously ask question) for NC state refund

[mickeyl]

I do not know how to proceed

[VolvoGirl]

If you Itemized on your 2017 federal return you should have a schedule A.  You need to look at schedule A.  

It wants to know about line 5 on a schedule A to see if your state refund is taxable.

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 or filed a 1040EZ or 1040A it is not taxable and you don't need to report it.

If you filed a 1040 how much is on line 40?

[mickeyl]

schedule A was not included with my copy of the 1040 forms ?  thank you for your accurate information.

[KrisD]

As VolvoGirl said, if you didn't itemize, and used the Standard Deductions in 2017, the refund does not need to be reported. Thank you for using TurboTax.

[mickeyl · Accepted solution]

I thank all of you, it was my error. I did not do my income tax in 2017 (medical reasons) AARP completed it. They selected Standard deductions. I did not recall it? I guess I will blame it on old age.

[KrisD]

If you itemized on your 2017 Federal tax return, get the 2017 Schedule A that was included with (attached to) your 2017 tax return and look at line 5. Either Box 5a or Box 5b will be checked. 

[mickeyl]

yes! AARP completed my 2017 taxes (medical reasons) they selected the standard deductions (no schedule A) I did not remember! sorry!

[KrisD]

I'm glad it worked out. Thank you for using TurboTax.