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June 6, 2019
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I am filing married/jointly for the first time. We both filed as single last year. Do I combine our totals to fill in the info about 2015 tae form? (re: is refund taxable

  • June 6, 2019
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Best answer by DavidD66

If you both Itemized deductions, then yes you should combine your totals to determine if state refunds are taxable.  If neither one of you itemized and the other didn't, just use the amount from the one that itemized.

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DavidD66Answer
June 6, 2019

If you both Itemized deductions, then yes you should combine your totals to determine if state refunds are taxable.  If neither one of you itemized and the other didn't, just use the amount from the one that itemized.

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June 6, 2019
Thank you!