Where do I find last year's state/local refund so I can report it on this year's taxes?
Many states and localities send Form 1099-G to taxpayers who received a refund last year, which reports the amount. If your state or locality sent one, you should have it by mid-February.
But even if you don't get one, you might not need it if you transferred last year's info over. Transferring brings over last year's state and local refunds if the file you transferred from includes those returns.
If you didn't transfer your info over, here are some other places you might look:
- A printed copy of last year's state tax return (line numbers vary by state);
- Your bank statement showing a direct deposit from your state/locality, assuming the entire refund was a single deposit;
- Your state tax agency (for state refunds) or municipality (for local refunds).