Skip to main content
October 18, 2020
Question

Where can I find the 1099G state refund entry on my tax return? I'm looking thru my downloaded return but do not see where this entry would have printed.

  • October 18, 2020
  • 2 replies
  • 0 views
No text available

2 replies

VolvoGirl
Employee
October 18, 2020

A State Tax Refund is taxable if you itemized deductions on that prior year's federal return and took a deduction for state income taxes instead of the sale tax.  You got a deduction benefit for it so now you have to include it as income. If you took the standard deduction it is not taxable and you don't need to report it.

 

If your state refund is taxable it would be on schedule 1 line 1 which goes to 1040 line 7a.

rjs
Employee
October 18, 2020

If you did claim an itemized deduction for state income tax on your 2018 federal tax return, TurboTax does a calculation to determine whether you actually received any tax benefit from the deduction. If not, the refund is not taxable and is not reported on your 2019 federal tax return. If your downloaded tax return includes all the worksheets, not just the forms that where filed, there should be a State and Local Income Tax Refund Worksheet that shows how TurboTax determined whether your refund was fully taxable, partly taxable, or not taxable at all. You can also look at your 2018 Schedule A. If line 5d is more than line 5e, and line 5d minus line 5e is more than your state refund, the refund is not taxable. If you don't have Schedule A in your 2018 tax return, you did not itemize deductions, so your state refund is not taxable.