2963684
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

What to report if you have refund from one state, and owe tax in another state last year?

I know we must report last year's state tax refund as income on the federal return in some cases.  Last year I owed tax in one state, and received refund in another state (that's because I commute across state line).  Do I report: 

  1. just the refund, or
  2. the net refund (refund minus what I had to pay the other state) 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
rjs
Level 15
Level 15

What to report if you have refund from one state, and owe tax in another state last year?

You enter the full amount of the 2021 state tax refund that you received in 2022. TurboTax will ask questions to determine how much, if any, of the refund is taxable.


You separately enter the full amount of state tax that you paid to the other state with the 2021 state tax return that you filed in 2022.


You should have received a Form 1099-G from the state for the refund that you received, or you might have to access the 1099-G on the state web site. To enter the refund see the following FAQ.


Where do I enter a 1099-G for a state or local tax refund?


To enter the amount that you paid to the other state, type "tax paid" (without the quotes) in the Search box, then click the link that says "Jump to tax paid." On the "Estimates and Other Income Taxes Paid" screen, scroll down to "Other Income Taxes Paid in 2022" at the bottom. Click the Start button for "Balance due on your 2021 state taxes paid in 2022."

 

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question