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New Member
posted Feb 27, 2021 5:28:21 PM

What do I do if TurboTax is incorrectly calculating the state refund amount?

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2 Replies
Expert Alumni
Feb 27, 2021 7:15:31 PM

Please clarify,

are you referring to the amount that was refunded from the state regarding the 2019 Tax Year return (which you received in 2020) OR the amount TurboTax is calculating on the State 2020 Tax Year return? 

Level 15
Feb 27, 2021 7:34:08 PM

to get the right taxable amount for a 2019 state tax refund, you must

  • have itemized in 2019
  • not checked the sales tax box on Schedule A Line 5a
  • be able to tell TurboTax how much sales tax you could have reported if you had chosen that option.