Skip to main content
March 19, 2023
Question

1099-G doesn't match

  • March 19, 2023
  • 1 reply
  • 0 views

TurboTax auto-populates my total state tax payments and total refund which match my return from last year.  My 1099-G box 2 doesn't match the any of those amounts and is more than my refund.  I did not have unemployment income - just a state tax refund.  

 

Why don't the amounts match and what do I enter into Turbo tax where it asks for total refund and total payments?

    1 reply

    March 19, 2023

    Can you clarify which state the 1099-G is for?

     

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    March 19, 2023

    Massachusetts

    March 20, 2023

    Box 2 of Form 1099-G shows the state or local income tax refunds, offsets, or credits you received( for example, Massachusetts 62F Tax Refund 2022).  These amounts typically only need to be reported if you Itemized your deduction and you took a federal deduction for paying those taxes in a prior year and that deduction actually reduced your federal taxes.

     

    When you enter your information, TurboTax will calculate the taxable amount.

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"