turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Ask the Experts All About the Refund! >> Event happening NOW!!!!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

meg710
New Member

Married filing jointly, received State Refund in 2017. For 2018, filing married filing separately. How do I allocate the State Refund on the 2018 filing?

 
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions
Rachel_W
Expert Alumni

Married filing jointly, received State Refund in 2017. For 2018, filing married filing separately. How do I allocate the State Refund on the 2018 filing?

If you itemized your deductions on Schedule A last year and need to include your 2017 State Tax refund as income on your 2018 Tax Return, you can split the refund between you and your spouse in any way that you agree upon.  You can claim 100% of the state refund, you could each claim 50%, or use any other allocation % you both consider fair. As long as the full amount gets reported, the IRS allows you to split the reporting of the State Refund from the 1099-G between the two of you any way you would like.

In most cases, Ex-Spouses each report 1/2 of the refund to keep things simple.  However, feel free to agree on splitting it in whatever way seems fair to both of you.

Note: If you didn't itemize your deductions on Schedule A in 2017, your State Tax Refund does not need to be reported as income on your 2018 Tax Return.

View solution in original post

1 Reply
Rachel_W
Expert Alumni

Married filing jointly, received State Refund in 2017. For 2018, filing married filing separately. How do I allocate the State Refund on the 2018 filing?

If you itemized your deductions on Schedule A last year and need to include your 2017 State Tax refund as income on your 2018 Tax Return, you can split the refund between you and your spouse in any way that you agree upon.  You can claim 100% of the state refund, you could each claim 50%, or use any other allocation % you both consider fair. As long as the full amount gets reported, the IRS allows you to split the reporting of the State Refund from the 1099-G between the two of you any way you would like.

In most cases, Ex-Spouses each report 1/2 of the refund to keep things simple.  However, feel free to agree on splitting it in whatever way seems fair to both of you.

Note: If you didn't itemize your deductions on Schedule A in 2017, your State Tax Refund does not need to be reported as income on your 2018 Tax Return.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies