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State Refund Worksheet-Why the number is different from 1099-G?

Jaye
Level 3

3168.JPG

State Refund Wkst.JPG

The amount I inputted in 1099-G was $3,168.

I checked "itemized deduction 2019".

But I can't find the number from neither the state refund taxable worksheet nor 1040 line 8 - other income.

Why is that so?

Did I do something wrong?

 

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sjrcpa
Level 15

"The second screen is 2020 tax file worksheet. "

It's the worksheet showing how much of the 2020 state tax refund will be taxable in 2021.

There should be a similar worksheet for the 2019 refund. Or find it in the 2019 return.


ex-AllStar

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4 Replies 4
qbteachmt
Level 15

I see you mentioned a 1099-G, which I am guessing is a 2020 document.

I see a screen image for what might be 2019 tax prep.

I see a screen image for 2021 reporting, that I am guessing is from tax year 2020 tax prep.

I see a value of over $3k which seems to includes Credits and/or Offsets, which would not be part of a 1099-G by definition.

I see a bunch of different things that don't necessarily relate or impact each other.

Can you give a better narrative explanation of the concern, or did this help?

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Jaye
Level 3

It was 2020 Tax prep.

First screen was 1099 G input (2019 State income tax refund of $3,168)

The second screen is 2020 tax file worksheet. 

I don't see $3,168 was included as 2020 income anywhere...

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Jaye
Level 3

Let me put it this way.

I inputted 2019 State income tax refund amount ($3,168 1099 G amount).

But I can't find schedule 1 line 10 - state and local income tax refund worksheet.

I want to check the calculation of how much portion would be taxable.

I can't find the number of $3,168 in any final form.

I'm worried if I missed anything.

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sjrcpa
Level 15

"The second screen is 2020 tax file worksheet. "

It's the worksheet showing how much of the 2020 state tax refund will be taxable in 2021.

There should be a similar worksheet for the 2019 refund. Or find it in the 2019 return.


ex-AllStar

View solution in original post