Question

Tax Advice

Forum|Forum|3 years ago
April 15, 2023
1 reply
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how do I report my state tax refund if my filing status changes from married to single?

If you used the standard deduction for your 2021 tax return, then you do not need to report the state tax refund on your tax return this year. Alternatively, you can report it as a state refund and indicate you used the standard deduction and it will be excluded from taxable income.

If you itemized last year then you need to split the refund per an agreement with your ex-spouse. Applicable options could be: Any court directions or who actually got the refund or 50/50 or whatever you both agree to.

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