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lauriesh8
New Member

In 2016, we filed married, filing jointly. I was separated all of 2017 and filing HoH for 2017. Do I need to claim any of last year's state refund if he says he did?

 
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MarilynG
Expert Alumni

In 2016, we filed married, filing jointly. I was separated all of 2017 and filing HoH for 2017. Do I need to claim any of last year's state refund if he says he did?

No, you don't need to report your state refund amount if your Spouse is reporting the entire amount on their return.   If you are not itemizing, it won't affect your return.

Otherwise, since you filed jointly in 2016, you could each report 50% of the state refund amount on your return. 

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MarilynG
Expert Alumni

In 2016, we filed married, filing jointly. I was separated all of 2017 and filing HoH for 2017. Do I need to claim any of last year's state refund if he says he did?

No, you don't need to report your state refund amount if your Spouse is reporting the entire amount on their return.   If you are not itemizing, it won't affect your return.

Otherwise, since you filed jointly in 2016, you could each report 50% of the state refund amount on your return. 

**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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