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Entering Form 1099-G in ProConnect Tax

by Intuit Updated 2 weeks ago

Follow these steps to enter amounts from Form 1099-G in the Individual module:

  1. Go to the Input Return tab.
  2. Select Income and choose Tax Refund, Unempl. Comp. (1099-G) from the left menu.
  3. Enter the Name of payer in the field State and Local Tax Refunds/Unemployment Compensation, etc. (Form 1099-G).
  4. Complete the Additional Payer Information subsection.
    • This section is required for most forms with state withholding.
  5. Scroll down to the Federal section.
  6. Enter the amounts from Form 1099-G in the applicable fields.
  7. Scroll down to the State section.
  8. Enter the State income tax withheld and Payer's state identification number fields, if applicable.
  9. Select the plus sign (+) at the top of the screen to add another tab, if needed.

Commonly asked questions about Form 1099-G

  1. From the Profile tab, enter your state in the Add a State Return field.
  2. Go to the Input Return tab.
  3. Select Income and choose Tax Refund, Unempl. Comp. (1099-G) from the left menu.
  4. Select the State Refund Wksht from the top right of the screen.
  5. Complete any applicable fields in the Refunds Taxable in 20XX Worksheet.
  6. Mark the Itemized in 20XX box if applicable.
    • If this box hasn't been checked, state income taxes gave no tax benefit in the prior year. This means the entire state tax refund is nontaxable.
  7. Enter any other applicable fields in the worksheet.
  1. Open the Input Return tab.
  2. Select Income, then Tax Refund, Unempl. Com. (1099-G).
  3. From the top panel, select the [+] add a new Payer or select the appropriate Payer.
  4. Enter the applicable information as reported on the Form 1099-G.
  5. Scroll down to the Federal section.
  6. Locate the Taxable Grants (6) subsection.
  7. Enter the Federal taxable amount.
  1. Go to the Input Return tab.
  2. From the left-side menu, select Income and choose Tax Refund, Unempl. Comp. (1099-G).
  3. In the top right of the screen, select the State Refund Wksht.
  4. In the Refunds Taxable in 20XX Overrides section, make an entry in the Income tax refunds, if itemized last year [Override] field for both the taxpayer and spouse, if applicable.

The amounts entered in the overrides will flow directly to Schedule 1, Line 1. No worksheet will generate in the Check Return tab if the overrides are used.

Intuit ProConnect calculates state and local taxable refunds using the Recoveries of Itemized Deductions worksheet in IRS Publication 525.

According to the instructions for Form 1040, none of your refund is taxable if, in the year you paid the tax, you either didn't itemize deductions or elected to deduct state and local general sales taxes instead of state and local income taxes.

  1. Enter the amount from 1099-G, Box 7 in the field Agriculture payments (7).
  2. Select the Farm activity or number. 
  3. This dropdown will be blank if an activity hasn't been created in Input Return Income Farm Income (Sch. F/4835).
  4. If the payment entered in Agriculture payments (7) is a Conservation Reserve Program payment, select the box Agriculture payments are from a conservation reserve program.
  5. Conservation Reserve Program payments carry to Schedule F or Form 4835 as income and are subject to self-employment tax on Schedule SE.  
  6. If this payment isn't subject to SE tax, make an entry in Conservation reserve payments not subject to SE tax (Input Return Income Farm Income (Sch F) Income Statement Tab).
  7. In the field Market Gain (9), enter the amount reported in Box 9 of Form 1099-G if applicable. Amounts entered in this field carry to Schedule F, lines 6a and 6b automatically, as total received and taxable amount.
  8. If the amount isn't taxable, you must override the taxable amount in Taxable agricultural program payments [Override] (Input Return Income Farm Income (Sch F) Income Statement Tab).
  9. To send the amount to a particular Schedule F, refer to Farm activity or number (Input Return Income Farm Income (Sch F)

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ProConnect Tax

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