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How do I indicate if the CA Middle Class Tax Refund is taxable?

MLM73
Level 1

I saw on the California Franchise Tax Board site that the Middle Class Tax Refund payment may be considered federal income but that it is not taxable for CA state income tax purposes.  How do I handle this on the federal and CA state forms?

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2 Comments 2
Just-Lisa-Now-
Level 15
Level 15

I havent looked yet, but Id enter it as a 1099MISC on the federal return, that should add it to Other Income, then Im guessing at some point (if not already) there will be a line added to the 540 Form CA to adjust it back out of California.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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IntuitRebecca
Moderator
Moderator

Hi there,

There's a line on the 2022 Schedule CA for the purpose of backing out these payments. Would you mind trying the instructions under "In ProSeries" here? https://proconnect.intuit.com/support/en-us/help-article/tax-refund/common-questions-california-midd...


- Rebecca