CA_MCTR_Payment - rejection

[User2024]

Okay thank you for responding and trying to help (: you’re awesome !! @Kurgan13 

[rjauregui]

What is the TIN # you used? Inputting mine doesn't take.

[ee-ea]

@rjauregui 

See this from the IRS

https://www.irs.gov/newsroom/irs-statement-taxability-of-state-payments

[rjauregui]

I received less than $600. I did not get a 1099-misc form. However, I'm reporting my receipt of $350 in Turbo Tax by answering yes to the question if I got a 1099-misc. I can enter the amt in box 3 as $350, the payer as California State Franchise Tax Board & descriptive reason for this 1099-misc as "CA MCTR," but not the 9 digit payer federal id EIN number or TIN# as I don't have that. Does anyone know what that taxpayer id # is that's shown on the 1099-misc?

[ee-ea]

@rjauregui 

See this from the IRS

https://www.irs.gov/newsroom/irs-statement-taxability-of-state-payments

[RN4LIFE]

Does anyone know the EIN number on the 1099-MISC? I have lost the form and there is no information online.

[ee-ea]

@RN4LIFE 

See this

https://www.irs.gov/newsroom/irs-statement-taxability-of-state-payments

[User2024]

I don’t think the irs tracking link work because I tracked it and it said processing check back mid February but my state was deposited yesterday lol so inaccurate tracking information 

[ee-ea]

IRS now says MCTR tax free

https://www.irs.gov/newsroom/irs-issues-guidance-on-state-tax-payments-to-help-taxpayers#footnote1

[tok7tubo]

Please help me!  Should I delete 1099-MISC (CA Middle Tax Refund) from my TurboTax, or should I leave it in TurboTax and e-file?  As we know that the CA Middle Tax Refund will not be taxable.  Thanks.

[VolvoGirl]

You can delete it and leave it off.

[tok7tubo]

Thank you for your quick reply!

[tok7tubo]

Thank you for getting back to me.  I deleted 1099-MISC (CA MCTR) from Federal enters; however, do I have to go to State (CA) "Other Adjustment to Income" and enter Description "CA MCTR" and Subtraction $700 (my refund amount)?

I checked my friend's H&R Block, and it appears that $700 (his refund) was subtracted from State Income which is a little higher refund.  Thank you.

[VolvoGirl]

No, do nothing on state.  It is not included in the federal income and AGI so you don't need to subtract it on California.  Your friend probably included it as taxable on federal.  He might have to amend to take it off federal.  You just need to start state over for it to update from federal.  

[Cespinoza64]

So I only claim my $350 on State and don’t do anything on federal ????