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I am wondering how they calculate the non-taxable part of

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Customer: I am wondering how...
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: 2 years ago.Category: Tax
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1/12/2016
Tax Professional: Lev, Tax Advisor replied 2 years ago
Lev
Lev, Tax Advisor
Category: Tax
Satisfied Customers: 30,614
Experience: Taxes, Immigration, Labor Relations
Verified

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?

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Customer reply replied 2 years ago
I already had this. But thanks anyway.
Tax Professional: Lev, Tax Advisor replied 2 years ago

.

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Tax Professional: Lev, Tax Advisor replied 2 years 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.

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Lev
Lev
Lev, Tax Advisor
Category: Tax
Satisfied Customers: 30,614
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