Reporting previous year State tax refund when changing from single to married filing jointly

[DragonVT]

We got married in 2025. For 2024, we filled single. In 2024, I itemized my return and my wife did not. We both received a state refund. Now in 2025, I'm trying to figure out how to report those refunds since your software seems to be trying to consolidate everything into one statement, but nothing looks correct. Please advise. And frankly, please update your software so that it's clear which individual is being worked on, and which sections are joint. Right now, that's about as clear as mud.

[xmasbaby0]

The only state refund you need to enter is the one you received---since you itemized for 2024.   Your spouse's state refund does not have to be entered since your spouse used standard deduction.

[xmasbaby0]

When you are entering income on a joint return, every income entry screen will either have a spot with both spouse’s names there, or when you click to enter a W-2, 1099R, etc. it will ask you by name which spouse it is for.  You do not have to wait for the software to “ask” you for your spouse’s income. Go to the screens to enter your spouse’s W-2’s, 1099’s, etc. just like you did for your own income.  Then look for your spouse’s name there.