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March 10, 2024
Question

Hiw do I find out my 'Taxable Refund' for my state taxes I'm trying to file?

  • March 10, 2024
  • 1 reply
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1 reply

March 11, 2024

We'd love to help you complete your tax return, but need more information. Can you please clarify your question? Are you asking how much of your state refund is taxable?

 It depends on how much the deduction affected your refund or tax bill. Just answer a few simple questions about last year’s refund, and we’ll calculate the taxable amount for you.

 

If all three of the following are true, your refund counts as taxable income:

  • You itemized deductions last year, instead of taking the standard deduction
  • You claimed state and local income taxes (not general sales taxes)
  • Claiming the deduction helped you increase your federal refund or lower your tax bill

 Do I need to report the state or local refund I got last year? Is it taxable?

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