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Morton 12
Level 3
September 21, 2025
Question

Form 1040 - taxable amount of CA refund for new client

  • September 21, 2025
  • 2 replies
  • 20 views

Is there a worksheet or just what to compute amount of a new client's 2023 CA refund that is taxable in 2024.  Need instructions for computing this amount.  I know all the figures that are needed to compute.

2 replies

George4Tacks
George4Tacks
Level 15
September 21, 2025

https://accountants.intuit.com/support/en-us/help-article/form-1099-g/state-local-refunds-taxable-worksheet-form-1040/L0JTMozGX_US_en_US?uid=mftrtunb

Answers are easy. Questions are hard!
    Morton 12Author
    Level 3
    September 24, 2025

    Thanks.  The process was simple to accomplish.  Thanks for the info.

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