Why is state refund from last year is doubled when added to income from this year

[maiello]

My 1099G states $1292 for refund for 2019. When inputting into income for this year (2020) it is doubling. Why?

[Irene2805]

Please make sure that you didn't enter the information twice. The state refund should be entered in its own section and not in the 1099-G section.  [See screenshot, below.] Please check your list of forms to see if you have entered BOTH a 1099-G and a State Refund Worksheet for the amount of the state refund.  If so, delete the 1099-G.

If you want to delete an individual form, please follow these instructions:

TurboTax Online

1. While in your return, click on Tax Tools > Tools (in the black bar at the side of your screen).  
2. In the Tools Center, under Other helpful links click on Delete a form.
3. Click Delete next to the form you want to delete and follow the onscreen instructions. 
4. Once you have finished deleting the desired form(s) click the Continue with My Return box (in the lower right of your screen).

TurboTax CD/Download

1. Go into Forms Mode by clicking on the Forms icon in the top right of the blue bar. 
2. In the Forms in My Return list on the left, click on the form you wish to open and delete.
3. Click on the Delete Form box at the bottom of the screen.
4. To return to the interview, click on the Step-By-Step icon in the top right of the blue bar.  

To enter your state refund, reported to you on Form 1099-G, please follow these steps:

1. Click on Federal > Wages & Income
2. In the Other Common Income section, click on the Start/Update box next Refunds Received for State/Local Tax Return.
3. On the screen, Did You Get a State or Local Tax Refund Last Year? click the Yes box.
4. If you used TurboTax to prepare your 2019 return, you may see a screen, Your 2019 State and Local Tax Refunds.  Click the appropriate box and then click Continue.  
5. If information from a previous year return did not transfer over, you will see the screen, Tell us about your refund.
6. Enter the information about your refund. 

[Longtimeuser121]

I am having the same issue. When entering my state tax refund from previous year ( also prepopulated correctly) it shows doubled on the schedule 1. Schedule one has doubled refund and also shows state tax paid exactly double. I have gone back reviewed and reentered and still doubles. This in turn increases line showing additional income. 

[lpfalzone]

I am having the same issue -- I checked the forms, I do not have an extra. Is Turbotax going to fix this asap? It undermines confidence that this whole return isn't screwed up.

[lpfalzone]

I do not have a 1099-G form in mine, so it is just one place where the state tax refund appears, it was supposed to come from my 2019 return with Turbotax. It shows is correctly on the input screen but the doubled it on the summary screen for income.

[Longtimeuser121]

I was finally able to get through to a live agent.  I am not sure what they actual programming error is but we deleted the form using the delete feature and added it back.  Fixed all the numbers that were incorrect and all numbers that were affected by this error.  

[MaryM428]

Go to Federal

Wages and Income

Other Common Income

Refunds Received for State/Local Tax Returns

Revisit

Delete the entry there

Enter your state refund again.

@ lpfalzone

[dasrach]

Thanks for the suggestion. Will this get fixed in the programming?  I wonder how many people missed this or assumed TT just knew what they were doing. 

[dasrach]

I tested this fix and it did work. 

[vineyb]

I just discovered the same problem with my return. The suggested fix did work. Thank you to those who took the time to figure it out for those of us coming after you. 

[mpatterson]

Thanks for the fix, this was driving me crazy, I couldn't figure out why I had to pay so much more in taxes when I went from my Federal return to my State return.  I ended up completely deleting my entire return and starting again to figure it out.

[Concerned_Turber]

Just had the same problem. Also had my W2 switched from me to my spouse and vice versa when I moved over to state return. Not sure I will be using TT moving forward.

[EbonyL122824]

@Concerned_Turber It is possible that you have an extra form attached, which is making your total double. Please follow the directions in this link here. You may also have to log out of the program, clear your cache and cookies, and log back in. Please see the TurboTax FAQ here for instructions on clearing your cache. See here for instructions on clearing your cookies. You may also try using another browser or using the phone app here if the above does not work. If none of these resolve the issue, contact customer support here for further assistance.

[bmg9fuva]

Mine did the same thing. The state refund from last year was doubled, increasing my added income on the Schedule 1 form. I did not notice this until trying to do my state taxes for 2020 on the state website. When i went back to review what TT had done, i noticed the doubled amount. However, my taxes had already been submitted and my refund processed. What is TT going to do to correct this? Am I just going to have to amend my tax return?

[MichelleLO]

This issue has been reported to TurboTax. In the meantime, you can delete the amount reported and re-enter the amount from the 1099-G. 

For more information, see Where do I find last year's state/local refund so I can report it on this year's taxes?