I received a Form 1099-G, for my state tax refund. Do I have to include this amount as income on my return?
If you itemized deductions on your Federal tax return for 2001, and received a refund of state or local taxes in 2001, you may have to include all or part of the refund as income on your 2002 tax return.
If you did not itemize your deductions on your Federal tax return for the same year as the state or local tax refund applies to, do not report any of the refund as income. Refer to Tax Topic 405, Refund of State and Local Taxes, and Publication 525 (PDF), Taxable and Nontaxable Income, for further information.
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I have a question about my state taxes. Can you help me?
We address only federal tax and procedural issues at this site. If you have questions about state taxes, visit the Federation of Tax Administrators (FTA) links to State Tax Forms. You may be able to locate the state tax information you need. Otherwise, you will need to contact your local state tax office. I may provide you with your tax phone number if you like.
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The IRS corrected my return and sent me an additional refund. Does this mean I am also entitled to an additional refund on my state tax return?
Whether you are entitled to an additional state tax refund depends on the nature of the change which was made to your federal return. For example, if on your federal tax return, you used the wrong line on the tax tables to figure your tax, this may not have an impact on your state tax return. However, if the change was made to the amount of your taxable income on your federal return, it may have an impact on your state tax return. Contact your state tax office for additional information. It is helpful to have a copy of your tax returns (federal and state) and a copy of the IRS notice when you call.
To access the state you need to direct your question to, please go to our Alphabetical State Index.
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