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February 22, 2022
Question

Where do I report additional tax refunds from both state and federal on Turbo tax?

  • February 22, 2022
  • 1 reply
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My 2020 taxes were done and I received refunds.  Then in July 2021, I received letters from both state and federal, that unemployment benefits had changed my info for 2020 and I overpaid.  So I received additional state and federal refunds.  Do I report these and if so, where in Turbo Tax, do I do this?

1 reply

AliciaP1
February 22, 2022

If you itemized your deductions and claimed the income tax deduction (rather than the sales tax deduction) for 2020 you need to input the state refund amounts from your 1099-G you should have received.  Your federal refund is not taxable.

 

To enter your 1099-G please follow these steps:

  1. With your return open in TurboTax, select Wages & Income to open the Wages and income summary screen.
  2. Scroll down to Other Common Income and select Show more.
  3. Then select Start next to Refunds Received for State/Local Tax Returns. This will take you to Did you get a state or local tax refund? screen, answer Yes.
  4. On the following screen, enter the info from your 1099-G and Continue.
  5. If you have any other refund forms to enter, you can select + Add Another State or Local Tax Refund on the State and Local Tax Refund Summary screen. If not, select Done and answer a few more questions about your refund.
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