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State and Local Refunds

You might receive Form 1099-G reporting a state or local income tax refund. If so, that doesn't mean your refund is automatically taxable.

If you claimed the state or local income taxes you paid as an itemized deduction on last year’s return, usually your state or local refund is taxable. However, other circumstances might reduce your tax. The amount of your refund that's taxable can be reduced by the difference between these:

  • Itemized deductions you claimed last year
  • The standard deduction for your filing status

To learn more, see "Other Income" in Publication 17: Your Federal Income Tax at www.irs.gov, and the State and Local Income Taxes tax tip.

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Calculators

So how much will you get (or owe) this year? That’s the million-dollar question. We happen to have three very useful calculators to help you estimate your refund or balance due.

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