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fgaranas
New Member

Married last year. filing jointly. I took the standard deduction, she itemized. I dont claim my state tax refund as income, but she does. How do i enter this.

 
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1 Best answer

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rjs
Level 15
Level 15

Married last year. filing jointly. I took the standard deduction, she itemized. I dont claim my state tax refund as income, but she does. How do i enter this.

Basically you ignore your refund and answer all the questions about the state refund as if they apply only to your wife. On the screen where you enter your state refund, enter only your wife's refund (even though it says "Total Refund Received"). A couple of screens later it asks whether you took the standard deduction or itemized in 2015. Select "I itemized my deductions in 2015." The next screen offers two choices. You can use either one. You can take the easy way out and just make the full amount of your wife's refund taxable. Or you can select the option to enter information from your 2015 tax return. If you do that, enter the information from your wife's 2015 tax return.

(Note to anyone else reading this: This solution only works because one spouse took the standard deduction in 2015.)

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1 Reply
rjs
Level 15
Level 15

Married last year. filing jointly. I took the standard deduction, she itemized. I dont claim my state tax refund as income, but she does. How do i enter this.

Basically you ignore your refund and answer all the questions about the state refund as if they apply only to your wife. On the screen where you enter your state refund, enter only your wife's refund (even though it says "Total Refund Received"). A couple of screens later it asks whether you took the standard deduction or itemized in 2015. Select "I itemized my deductions in 2015." The next screen offers two choices. You can use either one. You can take the easy way out and just make the full amount of your wife's refund taxable. Or you can select the option to enter information from your 2015 tax return. If you do that, enter the information from your wife's 2015 tax return.

(Note to anyone else reading this: This solution only works because one spouse took the standard deduction in 2015.)

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