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Your refund is taxable only if you itemized your personal deductions last year. If you used the SDM, the refund does not need to be reported. If you determine that the refund does need to be reported, then take the number from your tax return copy since you did not receive a 1099G. SDM means Standard Deduction Method. Now , if you itemized and got a refund back from the state, the refund may be fully taxable or partially taxable. To determine how much is taxable, subtract the SDM allowance from the amount that is itemized. If the difference is greater than your state refund, then it is fully taxable. If the difference is less than the state refund, then use the difference as your taxable state refund amount and list it as your entry for state tax refund for 2009. The Standard Deduction Amount for 2008 is: Single $5450, Married filing jointly $10900, Married fiing separately $5450, and head of household is $8000.
I live in New York and was able to go onto their website and print out my 1099-G by providing my SS#, last name and zip code. In fact, on the website NYS states that they no longer mail hard copies of the 1099-G! Maybe your state has the same feature on their website
Do I need to pursue obtaining a 1099 G from the state or just go ahead and file without it?
I have an add on question, I live in PA, but work in NY. I have not received a 1099-G. I had to pay taxes in PA but received a refund for NY. Would I receive a 1099-G for NY even though its not the state I live in? Does this only apply to State or local refunds? I received a federal refund for 2008 that I received in 4/09, will I need to show this as income somewhere? Thank you.