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Taxable Refund on Schedule 1

This item drives me nut and really confused me on my federal and state returns.  Last year I got both State and Federal refunds and the money came back mostly from the estimate taxes I paid.  This yea,  I had already filed and got my Federal refund.  I am now using California Franchise Tax Board (FTB) Online software to do my state taxes to save the online filing fee.   I had TT ran my Federal and State and is using the same data for my State Return.  My federal is Standard Deduction and State is Itemized Deduction.  However,  the FTB State filing software asked for numbers in Schedule 1 & A and I cannot find those forms that TT generated for me. Why, not even in my state return?

Two years prior, I received 1099-G  for my tax refund but not last year and this year.  Do I need to put my 2020 State refund on Schedule 1 Line 1 even I didn't get a 1099-G? 

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3 Replies

Taxable Refund on Schedule 1

If there was no taxable refund input zero. 

DMarkM1
Expert Alumni

Taxable Refund on Schedule 1

No.  Schedule 1, line 1 is for "Taxable refunds" and since you used the standard deduction there would be no taxable refunds.  If there were no other items on schedule 1 that applied to your return, then schedule 1 would not be generated. 

 

Additionally, since you did not itemize there would be no Schedule A generated. 

 

If you entered itemized deductions in TurboTax but then filed using the standard deduction you can however get a print of the Schedule A. 

 

In desktop versions just use the "Forms View" and select "Schedule A" and "Print"

 

In online versions of TurboTax you will need to sign in to your account and select "Add a State" to allow you back into your return without amending it.

 

  1. Click "Deductions & Credits" tab at the top of the page
  2. Scroll down to "Wrap up Tax Breaks"
  3. Click through the follow on questions to get to the page letting you know that the standard deduction is best for you
  4. Under the chart you can "Change My Deduction"
  5. Select "Itemized Deduction"
  6. Continue
  7. In the left hand menu select "Tax Tools"
  8. Select "Print Center"
  9. Print/download the return. Schedule A should now be there
  10. "Go Back" and "Change My Deduction" back to the "Standard Deduction" 
  11. Now everything should be back to original filing.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Taxable Refund on Schedule 1

Thanks DMARKM1. Appreciate your response!

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