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January 24, 2023
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1099-Misc for the Middle Class Tax Refund from the State of CA, per the FTB web site its not taxable on the State return but may be taxable on the Federal return??

  • January 24, 2023
  • 1 reply
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Best answer by Bsch4477

Correct. 

To report on Federal >Income >choose what I want to work on >Other common income >1099-misc>other income. Report the Middle Class Refund and follow the prompts. 

On California section you will see HERE’s INCOME THAT CALIFORNIA HANDLES DIFFERENTLY. Scroll down to Miscellaneous and scroll down to MIDDLE CLASS TAX REFUND and follow the prompts to exclude the income from CA. 

1 reply

Bsch4477Answer
January 24, 2023

Correct. 

To report on Federal >Income >choose what I want to work on >Other common income >1099-misc>other income. Report the Middle Class Refund and follow the prompts. 

On California section you will see HERE’s INCOME THAT CALIFORNIA HANDLES DIFFERENTLY. Scroll down to Miscellaneous and scroll down to MIDDLE CLASS TAX REFUND and follow the prompts to exclude the income from CA.