Married 2020 - Itemized and Standard deduction in 2019

[meeeee]

I got married in 2020.  In 2019, I itemized and my spouse used the standard deduction.  I received a refund in 2020 for my 2019 state taxes.  How do you enter the information in turbotax?  I think my state refund should be taxable since I itemized.  Estimates Standard 12400, Itemized 14200, state refund 500.  I think my portion of the state tax refund is taxable?  My spouse also received a refund but used standard deduction.  Total State refund for both of us is 1300.  Is all 1300 taxable or just my portion?

[LenaH]

The amount that is taxable depends on how much the deduction affected your refund or tax bill. Just answer a few simple questions after your input your last year’s refund, and TurboTax will calculate the taxable amount for you.

Please follow these instructions to enter your 1099-G from a state refund:

1. With your return open in TurboTax, select Wages & Income to open the Wages and income summary screen.
2. Scroll down to Other Common Income and select Show more.
3. Then select Start next to Refunds Received for State/Local Tax Returns. This will take you to Did you get a state or local tax refund? screen, answer Yes.
4. On the following screen, enter the info from your 1099-G and Continue.
5. Select Done and answer a few more questions about your refund.

[meeeee]

I used my spouses return as the return to transfer from 2019 to 2020.  It says then that I used standard deduction.  So I said no.  Update all that info to my info to show that I used itemized.  Is that correct?

[ErnieS0]

Correct. If you itemized in 2019 and claimed a deduction for state and local income taxes and your spouse used the standard deduction, then you do not have to include your spouse’s refund or tax information in computing the taxable refund on your 2020 tax return.

Super Champ @rjs has a more detailed explanation at Married last year. filing jointly. I took the standard deduction, she itemized. I dont claim my stat...