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Lev
Lev, Tax Advisor
Category: Tax
Satisfied Customers: 28084
Experience:  Taxes, Immigration, Labor Relations
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I am wondering how they calculate the non-taxable part of

Customer Question

Customer: I am wondering how they calculate the non-taxable part of the 1099-G.
JA: Thanks. Can you give me any more details about your issue?
Customer: I received a 1099-G in 2013 for my State tax refund. I credited $2,000 to my 2014 taxes and took the balance in refund ($553). When my accountant filled in box 10, she reduced the amount of the refund that was taxable by $492. I can't figure out why or where that number came from. Can you help?
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Submitted: 11 months ago.
Category: Tax
Expert:  Lev replied 11 months ago.

Hi and welcome to our site!

There is a special worksheet to calculate the taxable portion of the state income tax refund.

That worksheet is located in instructions.

Here are instructions for 2014

https://www.irs.gov/pub/irs-prior/i1040gi--2014.pdf

the worksheet is located on page 27.

Any questions?

Customer: replied 11 months ago.
I already had this. But thanks anyway.
Expert:  Lev replied 11 months ago.

.

Expert:  Lev replied 11 months ago.

You wrote - When my accountant filled in box 10, she reduced the amount of the refund that was taxable by $492. I can't figure out why or where that number came from.

The answer to this question is that the taxable portion of the state income tax refund is calculated on that worksheet.

If you need help to re-establish the worksheet - let me know.