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Trying to enter California state tax refund 1099-G info

When I search for "1099-G" and "jump to", I get taken to a page about "1099-G Unemployment or family leave summary". I am trying to enter box #2 information ($156) in California tax refund for 2019.

 

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4 Replies
gloriah5200
Expert Alumni

Trying to enter California state tax refund 1099-G info

Both items are reported on 1099G.

 

Important: If your 1099-G shows an amount in Box 1go here for alternate instructions, as the steps below won't work.

Otherwise, if your 1099-G has amounts in Box 2, follow these instructions:

  1. With your return open in TurboTax, search for 1099–G (don't forget the dash!) and then select the Jump to link at the top of your search results.
  2. This will take you to Did you have any of these types of income? Answer Yes.
  3. On the following screen, check the first box State or local income tax refunds and continue.
  4. Answer Yes to Did you get a state or local tax refund?

You should end up on the Tell us about your refund screen.

 

For additional information refer to the following link:

Where to enter prior year state refund

patechri
New Member

Trying to enter California state tax refund 1099-G info

I'm trying to enter Californai Franchise Tax Board refund of 1,079.00  ... simple instructions please.

Trying to enter California state tax refund 1099-G info


@patechri wrote:

I'm trying to enter Californai Franchise Tax Board refund of 1,079.00  ... simple instructions please.


To enter a state or local tax refund (Form 1099-G) -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Other Common Income
  • On Refunds Received for State/Local Tax Returns, click the start or update button

Or enter state refunds in the Search box located in the upper right of the program screen. Click on Jump to state refunds

Trying to enter California state tax refund 1099-G info

I assume it's for your 2020 CA refund?  Did you itemize deductions on your federal return for 2020?  A State Tax Refund is taxable if you itemized deductions on that prior year's federal return and took a deduction for state income taxes instead of the sales tax. You got a deduction benefit for it so now you have to include it as income. If you took the Standard Deduction it is not taxable and you don't need to report it.

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