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

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?

This topic has been closed for replies.

Best answer by sjrcpa

"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.

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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JayeAuthor

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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