First year join return

gjhubbard · ‎April 2, 2024

Married last year, now filing first joint return. In the prior year both had state income tax refunds. One itemized and the other did not. When entering the tax refunds from the prior year asks whether itemized or standard deduction, but only allows one answer.

TomK2023 · ‎April 2, 2024

Please see TurboTax Expert VanessaA's excellent response to a similar question:

"You will select that you itemized your return, and then if you received a refund from the state, you will include ONLY YOUR refund amount as income. So if you both received refunds and both received 1099-G's for the refunds, do not enter his. You were the only one that received a deduction for the taxes, so yours is the only one that would be taxable."

TurboTax Expert VanessaA original post.

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xmasbaby0 · ‎April 2, 2024

Enter the amount of the refund from the spouse who itemized last year.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

TomK2023 · ‎April 2, 2024

Please see TurboTax Expert VanessaA's excellent response to a similar question:

"You will select that you itemized your return, and then if you received a refund from the state, you will include ONLY YOUR refund amount as income. So if you both received refunds and both received 1099-G's for the refunds, do not enter his. You were the only one that received a deduction for the taxes, so yours is the only one that would be taxable."

TurboTax Expert VanessaA original post.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"