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Chad Winthrope

Do I need to report last year's state tax refund on this year's taxes? (First time joint filer)

Got my state refund last year when filing jointly for the first time. Some people in my tax groups say I need to report it if it wasnt itemized, others say its just informational. Been using H&R Block online and usually just follow their prompts. Anyone know if I actually need to include last years state refund when filing this year?

Whether you need to report your state refund depends on if you itemized deductions last year. If you took the standard deduction, you don't need to report it. If you itemized and claimed state taxes, then yes you'll need to report it as income. The 1099-G you received is reporting this amount.

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omg thank you! i took the standard deduction last year so I guess im good 🙏

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Kylo Ren

This is why I love this sub, straight answers without the confusion 💯

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Hey guys instead of playing detective with your tax stuff, I've been using taxr.ai and it's been a game changer. It costs like a dollar but it analyzes everything and tells you exactly what you need to do. Check it out: https://taxr.ai

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sounds interesting... how does it work exactly? does it just read tax docs or what?

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it literally analyzes everything - your transcripts, forms, previous returns. Then gives you super specific guidance. Best dollar I've spent on tax stuff fr fr

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just tried it and OMG where has this been all my life?! 🙌 literally solved my refund confusion in like 2 minutes

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i was in the same boat last year lol. if ur using hr block online it'll ask about the 1099-G and guide u through it anyway

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Bruh tax season got everyone stressed 🤡 but fr tho just wait for the H&R Block prompts, they make it dummy proof

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dummy proof until it isnt and u get audited 💀

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Standard deduction gang rise up 😤 we dont gotta worry bout this

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facts tho 👆 itemizing is for try-hards

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idk why they make this stuff so complicated. like why cant they just tell us what we owe instead of making us guess 🤔

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because TurboTax lobby go brrrrr

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fr fr tax prep companies be living rent free in congress's head

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Just to clarify what others have said - if you got a 1099-G for your state refund, you only report it as income if you itemized deductions the year you paid those state taxes AND got a tax benefit from deducting them. If you took the standard deduction that year, the refund isn't taxable income. HR Block should walk you through this, but it's good to understand the why behind it!

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This is such a helpful breakdown! I'm new to all this tax stuff and was getting confused by all the different answers online. The way you explained the "why" behind it makes it actually make sense. Thanks for taking the time to clarify! 🙏

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