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Lev, Tax Advisor
Category: Tax
Satisfied Customers: 29574
Experience:  Taxes, Immigration, Labor Relations
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My mom died in 2014. 2014 state income tax return, we

Customer Question

My mom died in 2014. For her 2014 state income tax return, we received a refund of $950. Is this considered income and do we have to file an estate tax return?
Submitted: 1 year ago.
Category: Tax
Expert:  Lev replied 1 year ago.

The state income tax refund or a part of it - may ONLY be considered a taxable income If your mother itemized on her 2014 federal tax return.

If the standard deduction was used on her federal tax return - that refund is NOT taxable.

Let me know if that answered your question or if you need further help.

Customer: replied 1 year ago.
Ok. Thank you. Yes, we did itemize her deductions in 2014. Really stinks because it was $950 and now we have to file the estate tax return.
Expert:  Lev replied 1 year ago.

There is a special worksheet which determines a taxable portion of that refund.

Expert:  Lev replied 1 year ago.

It is possible that not the full refund is taxable.
See the worksheet on page 24

By filing that worksheet - you will calculate a taxable part of that refund.
That would be the first step.

Let me know if you need any help with reporting.


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