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lovrinj
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How do I enter a state refund as taxable newlyweds married in 2016 and one itemized and got a state return while the larger refund took the standard deduction?

Daughter was married in 2016. She used the standard deduction in 2015. Her State refund is not taxable. Her Husband itemized in 2015 and got a state return. I entered them separately but it allows me to choose standard or itemized previous year once and uses the same method for both. When using both as previously itemized it raises the tax liability to more than his return for 2015 was.

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How do I enter a state refund as taxable newlyweds married in 2016 and one itemized and got a state return while the larger refund took the standard deduction?

"How do I enter [ it ]?"

When a standard deduction was used, the state refund is irrelevant since it was not used on Schedule A.

Enter zero for the refund amount for your daughter.

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1 Reply

How do I enter a state refund as taxable newlyweds married in 2016 and one itemized and got a state return while the larger refund took the standard deduction?

"How do I enter [ it ]?"

When a standard deduction was used, the state refund is irrelevant since it was not used on Schedule A.

Enter zero for the refund amount for your daughter.

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