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New Member
posted Jun 6, 2019 10:35:52 AM

Which form do I use to input interest received as part of a Federal and State income tax refunds ?

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1 Best answer
Intuit Alumni
Jun 6, 2019 10:35:54 AM

If it is included on the 1099-G, enter it that way. If it is reported on a 1099-INT, enter it that way. It will be taxed the same way. 

To enter, use the search box. 

Sign into your account and your return

Type   1099-G   into the search box   -OR-   Type   1099-INT   into the search box

Click on the "Jump to 1099-G" link  -OR-   Click on the "Jump to 1099-INT" link

If you did not get a 1099-G or 1099-INT

Click Federal on the left side-bar

Click Wages & Income along the top

Scroll down to "Other Common Income" click Show more

Scroll down to "Refunds received..." click Start

3 Replies
Intuit Alumni
Jun 6, 2019 10:35:54 AM

If it is included on the 1099-G, enter it that way. If it is reported on a 1099-INT, enter it that way. It will be taxed the same way. 

To enter, use the search box. 

Sign into your account and your return

Type   1099-G   into the search box   -OR-   Type   1099-INT   into the search box

Click on the "Jump to 1099-G" link  -OR-   Click on the "Jump to 1099-INT" link

If you did not get a 1099-G or 1099-INT

Click Federal on the left side-bar

Click Wages & Income along the top

Scroll down to "Other Common Income" click Show more

Scroll down to "Refunds received..." click Start

New Member
Jun 6, 2019 10:35:55 AM

Hi, So I will be treating the interest from the IRS and State of California similar to interest from a Bank. For the Federal interest received,  what do I input for the "Received from" field in TurboTax?
Thank you much,
Vic

Intuit Alumni
Jun 6, 2019 10:35:57 AM

When you enter the interest, select that you will type the information in yourself, then use IRS as one, and State of CA for the other. I can add screenshots in original answer above.