You should have gotten a 1099-G to reflect the amount.It would be posted under INCOME Other Common Income State and Local Tax Refunds on 1099-G

Question

Our local school district issued a check for reimbursement of surplus funds to current property owners. Where would this amount be entered?

Forum|Forum|6 years ago
January 29, 2020
1 reply
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JohnB5677

You should have gotten a 1099-G to reflect the amount.

It would be posted under

INCOME
Other Common Income
State and Local Tax Refunds on 1099-G

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Hal_Al

Employee

If you did not previously deduct property tax, on federal Schedule A (itemized deductions), you do not need to enter the refund, at all, even if your received a form 1099-G.

Theoretically, if you enter the 1099-G, TurboTax (TT) will calculate the taxable portion, if any. But, the calculation is complicated. If you did not itemize, in the past, it's best to just not enter it.