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February 9, 2025
Question

Where do I report my prior year tax refund?

  • February 9, 2025
  • 2 replies
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on my 1040, where do I report my 2023 tax refund? I didn't receive a 1099 for it yet?

    2 replies

    DoninGA
    Employee
    February 9, 2025

    To enter a state or local tax refund (Form 1099-G) -

    Click on Federal Taxes (Personal using Home and Business)
    Click on Wages and Income (Personal Income using Home and Business)
    Click on I'll choose what I work on (if shown)
    Scroll down to Other Common Income
    On Refunds Received for State/Local Tax Returns, click the start or update button

     

    Or enter state refunds in the Search box located in the upper right of the program screen. Click on Jump to state refunds

    Employee
    February 9, 2025

    You do not enter anything about last year's federal refund.   If you itemized deductions on your federal return last year, you need to enter your state or local  refund.  If you used standard deduction last year, you do not need to enter a state or local refund amount.

    **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.**