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March 20, 2024
Question

First time Turbo Tax. Reviewing my federal return, asked for 2022 state & local taxes from Schedule A Line 5a. Do I enter state or fed 2022 schedule A, amt is different

  • March 20, 2024
  • 2 replies
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2 replies

DoninGA
March 20, 2024

Only the state income taxes from the 2022 Schedule A.  Do not enter any federal income taxes paid in 2022 on the 2023 federal tax return.

VolvoGirl
March 20, 2024

From federal Schedule A.   Are you entering a 1099G for a state refund you got?

 

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.