TurboTax HelpTurboTax HelpIntuit

Where do I enter a 1099-G for a state or local tax refund?

by TurboTax981 Updated 3 months ago

Important: If your 1099-G shows an amount in box 1, go here for alternate instructions, as the steps below won't work.

Otherwise, if your 1099-G has amounts in box 2, follow these instructions:

Note: If your TurboTax navigation looks different from what’s described here, learn more.

  1. Open or continue your return in TurboTax.
  2. Go to Federal, then Wages & Income, then Other Common Income.
  3. Select Start or Revisit next to Refunds Received for State/Local Tax Returns.
  4. Answer a few more questions about your refund until you get to the Tell us about your refund screen.
  5. Enter your total refund received in 2023.
    • Enter the amount in box 2 (state or local income tax refunds, credits, or offsets).
    • If you received multiple 1099-Gs for the same state or locality, both with the same tax year in box 3, enter the box 2 sum.
    • For example, you received two 1099-Gs from Colorado. They both have 2023 in box 3, and their box 2 amounts are $1,000 and $800 respectively. You'd enter $1,800 in Total refund received in 2023.
  6. Enter your total of all your payments and withholding.
    • Enter the total taxes you paid to the state or locality for the same tax year as the refund (this includes withholdings as well as estimated tax and other payments).
    • You can get this amount from your state or local tax return for the tax year of the refund. Look for a line near the bottom, often bolded, that includes the phrase total payments.
  7. Enter tax year of refund, which is box 3 of your 1099-G.
  1. Select Federal Taxes (in Home & Business, select Personal).
  2. Select Wages & Income (in Home & Business, select Personal Income).
  3. Select I'll choose what I work on.
  4. Scroll down to 1099-MISC and Other Common Income.
  5. Select Start or Update for State and Local Tax Refunds on Form 1099-G.

Link to TurboTax Community

More like this

Dynamic AdsDynamic Ads