First year join return

Forum|Forum|2 years ago
April 2, 2024
2 replies
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Married last year, now filing first joint return. In the prior year both had state income tax refunds. One itemized and the other did not. When entering the tax refunds from the prior year asks whether itemized or standard deduction, but only allows one answer.

Best answer by TomK2023

Please see TurboTax Expert VanessaA's excellent response to a similar question:

"You will select that you itemized your return, and then if you received a refund from the state, you will include ONLY YOUR refund amount as income. So if you both received refunds and both received 1099-G's for the refunds, do not enter his. You were the only one that received a deduction for the taxes, so yours is the only one that would be taxable."

TurboTax Expert VanessaA original post.

xmasbaby0

Employee

Enter the amount of the refund from the spouse who itemized last year.

**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.**

TomK2023Answer

Please see TurboTax Expert VanessaA's excellent response to a similar question:

TurboTax Expert VanessaA original post.

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