rbynaker
Level 13
02-09-2023
08:44 AM
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I'm no MA expert but from google it looks like you got ~14% of your tax back (but I don't believe everything I read on the Internet). Sounds to me like you only got money back if you paid in. I would conclude that this is a tax refund, subject to the tax benefit rule (as SJR said). I'm not holding up VA returns, VA reported the refunds on the 1099-G so they clearly think this is a tax refund (and I agree with them). I suspect MA will be the same.