State income tax refund but no 1099-G

Forum|Forum|1 year ago
February 25, 2025
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I received a state income tax refund on my 2023 taxes but I did not receive a form 1099-G.

Under the "Tell us about your refund" page it asks for the "Total of all your payments and withholding." In the list from the link "What does this include?" does "Amounts withheld on your ... 1099" mean this year's 1099s or the ones from 2023?

Best answer by KrisD15

Everything from tax year 2023 however if you took the Standard Deduction on your 2023 tax year federal return, the state refund is not taxable on your federal return and you needn't report/enter the refund.

When you use the Standard Deduction, you are not claiming state tax paid on schedule A, so you don't need to claim any state that is later refunded.

KrisD15Answer

When you use the Standard Deduction, you are not claiming state tax paid on schedule A, so you don't need to claim any state that is later refunded.

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fargobarbAuthor

Thank you! So clear! (We did itemize in 2023)

KrisD15

If you did itemize, also be aware that if the state tax was limited because of the 10,000 SALT limit, you can factor that in as well. (The program cannot do this for you)

For example, if you had 12,000 in state and local taxes for 2023, but the amount you could claim on your 2023 Schedule A was limited to 10,000, any refund in the amount of 2,000 or less would not be claimed as income. A refund over 2,000 would be reduced. So a 3,000 refund would, in this example, result in 1,000 income.

For the above situation, enter the 1099-G with the amount reduced for the state tax you were not allowed to claim on your 2023 Schedule A.

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