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Level 2

Question

Questions about 1099-G

Forum|Forum|1 year ago
February 12, 2025
2 replies
38 views

Hi I had a question about a 1099-G that we received in 2024 for $12 from the State of California for taxable year 2023.

I was wondering would I have to include it for 2024? or what reasons might there be to not include it? I've seen a couple posts where people have opted to not report.

For background,

we live in the State of Washington and had no California income for the last year.

We took the standard deduction in 2023 and will most likely do so this in 2024

We had to file California state tax in 2022 and 2023 due to a short business travel policy.

Level 15

Which box of the Form 1099-G is the $12 payment in? If it's in box 2 (a state income tax refund), what year is in box 3?

If the $12 is in 1099-G box 2, and box 3 is 2023, then if you took the standard deduction on your 2023 federal tax return you do not have to report the 1099-G. Don't even enter it in TurboTax.

mc3356Author

Level 2

Yep it was Box 2 and Box 3 is 2023 for the taxable year.

Thanks again for the clarification!