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Level 2
January 14, 2020
Question

state refund

  • January 14, 2020
  • 2 replies
  • 31 views

Last year - after doing a lot of work, I found out that I couldn't use the basic version of online turbo tax since I had a state refund the previous year.  Is that still true? I want to know before I start.  It would be cheaper for me to buy the software.

    2 replies

    Alumni - Intuit
    January 14, 2020

    It's true that the TurboTax Online Free Edition does not include Schedule 1, Additional Income and Adjustments to Income, where your state taxable refund(s) are entered. 

    • However, if your state refund is not taxable, you should be able to use the TurboTax Online Free Edition.

    The TurboTax CD/Download Basic Edition includes Schedule 1, Additional Income and Adjustments to Income, where your state taxable refund(s) are entered. 

    • Note: The TurboTax CD/Download Basic Edition is best for simple returns where you don't need to file a state return.

     

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    Level 2
    January 14, 2020

    Thank you.. I took the standard deduction last year so I guess the state refund isn't taxable..  Should be ok to use the basic version.