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Poltax75
Level 4
February 22, 2026
Solved

Claiming State Income tax deduction in 2025 for taxes paid in 2025 on income earned in 2024

  • February 22, 2026
  • 1 reply
  • 4 views

I have clients who paid their state income taxes in 2025 for income earned in 2024. This income was from, mutual fund distributions, Profits on the sale of stock or IRA conversions of to Roth .Client had no taxes taken out. Can they claim the taxes paid in 2025 on their 2025 return?

Best answer by IRonMaN

Cash basis taxpayers deduct expenses when the expenses are actually paid.

1 reply

IRonMaN
IRonMaNAnswer
Level 15
February 22, 2026

Cash basis taxpayers deduct expenses when the expenses are actually paid.

Slava Ukraini!
    P
    Poltax75Author
    Level 4
    February 22, 2026

    Proof is payment and or copy of State filing ? Correct

    IRonMaN
    IRonMaN
    Level 15
    February 22, 2026

    Correct

    Slava Ukraini!
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