Question

1099-G Married Filing Jointly

Forum|Forum|6 years ago
February 22, 2020
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My husband and I got married in 2019. In 2018, we each filed "Single". He itemized his deductions, making his 2018 state refund taxable. I did not itemize, and had no taxable state refund. What do we do for this years 1099-G? The software's limitations won't let me enter two 1099-Gs. Is it taxable?

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A

Anonymous

if you had no state refund there should be no 1099 G for you to enter. if you paid in 2019 that goes on schedule A with the tax deduction limited to $10,000. the question becomes whether or not his state tax refund is taxable.

see IRS pub 525 to see if his refund is taxable

https://www.irs.gov/pub/irs-pdf/p525.pdf

read carefully especially the top of worksheet 2 in the pub.