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January 26, 2020
Question

I'm using Turbo Tax for the first time. I do not see anywhere that it asks for a state or federal refund in 2018. Haven't done my own taxes in 30 years. Does it apply?

  • January 26, 2020
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January 28, 2020

If you received a state tax refund in 2019 for the 2018 tax year and you itemized deductions on your 2018 Federal return, then your state tax refund may be taxable.  You would need to enter the 2018 state refund amount into your 2019 Federal return.

 

State refunds are usually reported to you on Form 1099-G in Box 2.  Here is how you enter this information into your 2019 return:

  1. With your return open in TurboTax, search for 1099–G (don't forget the dash!) and then select the Jump to link at the top of your search results.
  2. This will take you to Did you have any of these types of income? Answer Yes.
  3. On the following screen, check the first box State or local income tax refunds and continue.
  4. Answer Yes to Did you get a state or local tax refund?

 

As for your 2018 Federal refund, there is no need or place to enter this into your 2019 tax return.

 

 

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