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March 8, 2020
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2019 First year married filing jointly reporting CA state refund

  • March 8, 2020
  • 1 reply
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My wife and I were married in 2019 and now file jointly.

 

For the new filing do we need to combine our state refunds on our 2019 joint federal worksheet? 

- I did itemize my filing last year, she did not

Best answer by MAK70

You would only have to include your state refund if she did not itemize.  

1 reply

MAK70Answer
March 8, 2020

You would only have to include your state refund if she did not itemize.