j1m
Level 2

NY state came out and said they aren't taxing the checks, but on the Federal Side there's a lot of different information. You can find a 1099-g on the states website after searching for the client, so it's being reported to the IRS. I have read if you didn't itemize in 2023 don't worry about it, but I've also read this wasn't a property tax rebate so it's different. 

 

What triggered my thought here is a news article saying this was the hang-up with Proseries not being able to file NY returns until today. People using turbo tax had everything rejected as well until the state fixed the programming flaw on their end last night.

When I enter the info onto the 1099-G form, it says for refunds for 2023 or prior, which is what this is based from, to enter it on the State Refund Worksheet. It seems accurate, adding the total on schedule 1, and has no impact on the State side.

 

Anyone else have a different opinion here on how to address this?

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