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March 28, 2022
Question

When filing jointly for the first time how and where do you enter your 2020 state tax refunds for each spouse?

  • March 28, 2022
  • 1 reply
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i.e. under "Refunds Received for State/Local Tax Returns" Do you enter a separate line item for each spouse? Or is it entered somewhere else?

1 reply

rjs
Employee
March 28, 2022

Did either of you claim itemized deductions on your individual 2020 federal tax returns? If not, you do not have to enter the state tax refunds at all. If one or both of you did use itemized deductions for 2020, more information is needed to tell you what to do.


Did you both claim itemized deductions on your 2020 federal tax returns, or only one of you? For each one who claimed itemized deductions for 2020, look at your 2020 Schedule A. Is there an amount on line 5a? Is the box on line 5a checked? If there is an amount on line 5a and the box is not checked, what are the exact amounts on lines 5a, 5d, and 5e, and what is the exact amount of your 2020 state tax refund?