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mlittle
Returning Member

State Tax Refunds Taxable or Not

My wife and filed separately for 2020.  For 2021, we are filing a joint return.  When entering information related to the state refunds to find if it is taxable, do I combine her 2020 return with mine to answer the questions?  Example, the software asks for the adjusted gross income.  Do I add her Line 11 income from the 1040 to my Line 11 income in my 1040?

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2 Replies
AliciaP1
Expert Alumni

State Tax Refunds Taxable or Not

Yes, you want to combine the information needed from previous years' returns when switching from filing separately to filing jointly.

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mlittle
Returning Member

State Tax Refunds Taxable or Not

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