Question

Must I include 2021 State Refund on my 2022 Return if Im taking the Standard Deduction?

Forum|Forum|3 years ago
March 18, 2023
2 replies
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TurboTax Deluxe Online

Employee

No -- if you used standard deduction on your 2021 return you do not have to enter the state refund you received.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

J

JohnW152

It doesn't matter whether you're claiming the standard deduction this year.

You'll report it on this year's return as taxable income if:

You itemized deductions last year, and
You claimed state and local income taxes (not general sales taxes), and
Claiming the deduction helped you increase your federal refund or lower your tax bill

Just go ahead and enter it into TurboTax, and the program will determine whether it's taxable or not.

Please see the TurboTax Help article Do I need to report the state or local refund I got last year? Is it taxable? for more information.