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February 4, 2021
Question

I’m being asked to put down my total tax refund received from my state refund of 2019 as well as how much my total amount that was withheld. How much total income was held in state taxes from my

  • February 4, 2021
  • 1 reply
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How much was with from 2019 state wages and why am I being asked to review my 2019 state refund?

1 reply

KrisD15
February 8, 2021

When you receive your 2019 tax year State refund, the refund is usually received in 2020. The amount of the refund may or may not be considered as taxable income on your 2020 tax year federal return. 

 

IS IT TAXABLE INCOME? that depends.

 

IF you claimed the Standard Deduction on your 2019 tax year, no, it is NOT taxable. It won't be reported on your 2020 tax year return. 

IF you Itemized Deductions on your 2019 tax year return, it COULD be taxable income on your 2020 tax return. 

     Did you use the State Income tax paid as a deduction? Then no, it isn't.

     Did you use the State Sales tax paid as a deduction? Then yes, at least part may be taxable. 

 

TurboTax is asking about your numbers from your 2019 tax return so it can determine if the 1099-G is taxable on your 2020 tax year return. 

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