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Level 4
March 9, 2020
Solved

Do NYS Tax Refunds From 2017 Need To Be Included In 2019 Tax Return

  • March 9, 2020
  • 9 replies
  • 21 views

Do we have to manually input 2017 NYS Tax refunds if client took the standard deduction in 2018? 

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Best answer by IRonMaN

Ok I guess  I over thought that. That would be for 2017 Tax Refund received in 2019?? 


Yup.

9 replies

IRonMaN
Level 15
March 9, 2020

But was the standard deduction taken in 2017?  If so - no.

Slava Ukraini!
larryzfpAuthor
Level 4
March 9, 2020

So if they itemized in 2017 but took the Standard Deduction in 2018 we have to include 2017 NYS Tax Refund for 2019? 

IRonMaN
Level 15
March 9, 2020

You're getting me dizzy.  If someone receives a tax refund, if they benefitted from the deduction of those taxes some of the refund might be taxable.  in what year did they receive the refund from the 2017 return?

Slava Ukraini!