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May 8, 2020
Question

Received 1099-G for 2019. When I look closer it says its for 2018 tax year refund. We didn't have any unemployment, so this is very confusing.

  • May 8, 2020
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1 reply

VolvoGirl
Employee
May 8, 2020

That is not for unemployment.  It is for your state refund.

 

A State Tax Refund is taxable if you itemized deductions on that prior year's federal return and took a deduction for state income taxes instead of the sale tax.  You got a deduction benefit for it so now you have to include it as income. If you took the standard deduction it is not taxable and you don't need to report it.

 

If you filed the Free Edition last year you took the Standard Deduction and the state tax refund is not taxable and you don't have to enter it.

 

You must be entering it in the wrong spot.  

To enter a state refund just type  1099-G (with the dash)  in the search box at the top of your return and click on Jump To it.

 

OR  Enter the 1099G under

 Federal on left

Wages & Income at top

 Scroll down to 1099-Misc and  Other Common Income

      You might need click on Show More to expand the section

 

Then it's the first line for Refunds Received for State/Local Tax Returns - Click Start

     You do not want the next line that says Other 1099G Income

 

On the first screen check YES - Received a State Refund.