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

[Larry Z]

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

[IRonMaN]

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

[Larry Z]

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

[IRonMaN]

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?

[Larry Z]

Sorry my head is spinning but I don't want to get you dizzy!! 

They itemized in 2017 and received  a NYS refund in 2018. 

Would we have to manually input that in Part IV of Taxable Refund worksheet? 

Line 13 Total Taxable refunds from 2017 or prior tax returns? 

[IRonMaN]

Ok, I'm stable now.  You can skip that line.  

[Larry Z]

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

[IRonMaN · Accepted solution]

Yup.

[Larry Z]

Thank you so much! 

[IRonMaN]

You betcha!