State and Local Income Tax Refund WorksheetSchedule 2025

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The document provides instructions for completing the State and Local Income Tax Refund Worksheet, specifically for determining the taxable portion of a state and local income tax refund. It outlines steps to enter relevant amounts from previous tax forms, including itemized deductions and filing status, to calculate if any refund is taxable.

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What does it mean when it says enter the state or local income tax refund information?

Any refund you received from a state or local government may be taxable on your Federal Return.

What is the state and local income tax refund worksheet?

Use this worksheet to determine the portion of the taxpayers prior year state refund that is considered taxable in the current year. Use a copy of the taxpayers previous year return to enter all amounts in the spaces provided. The taxable portion will be included on the return as taxable income.

What schedule would you use to report a taxable refund of state and local taxes?

If you itemized your deductions in the previous year, all or some of your prior year state income tax refund may be considered taxable income on this years Federal tax return (Schedule 1 (Form 1040), Line 1).

What is the Schedule 1 tax refund worksheet?

Form 1040 Schedule 1 is the place to report types of income not included on Form 1040, including taxable refunds of state and local income taxes, alimony received, income or loss from a business; rent and royalty income, and more.

What is the state and local tax refund summary on TurboTax?

The State and local tax refund worksheet determines how much of your state refund, from last year (received in the current tax year) is taxable on your federal return. For most people, its all taxable (or none) and the worksheet is seldom needed.

What are taxable refunds of state and local taxes?

Taxable Refunds, Credits or Offsets of State or Local Income Taxes. If you receive a refund of (or credit for) state or local income taxes in a year after the year in which you paid them, you may have to include the refund in income in the year you receive it.

How do I find my state and local tax refund summary?

Here are some other places you might find the amount of last years state/local refund: Last years state tax return. Your bank statement showing your entire state/locality refund. Your state tax agency (for state refunds) or municipality (for local refunds)

What are state and local income taxes on Schedule A?

State and local taxes This will include your state and local income or sales, real estate, and personal property taxes. You can combine all of these taxes to claim a single deduction of up to $10,000.

State and Local Income Tax Refund WorksheetSchedule 2025

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Got questions?

What does it mean when it says enter the state or local income tax refund information?

What is the state and local income tax refund worksheet?

What schedule would you use to report a taxable refund of state and local taxes?

What is the Schedule 1 tax refund worksheet?

What is the state and local tax refund summary on TurboTax?

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People also ask

What are taxable refunds of state and local taxes?

How do I find my state and local tax refund summary?

What are state and local income taxes on Schedule A?

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State and Local Income Tax Refund WorksheetSchedule 2025

Here's how it works

The best way to change State and Local Income Tax Refund WorksheetSchedule online

Complete this form in 5 minutes or less

Got questions?

What does it mean when it says enter the state or local income tax refund information?

What is the state and local income tax refund worksheet?

What schedule would you use to report a taxable refund of state and local taxes?

What is the Schedule 1 tax refund worksheet?

What is the state and local tax refund summary on TurboTax?

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People also ask

What are taxable refunds of state and local taxes?

How do I find my state and local tax refund summary?

What are state and local income taxes on Schedule A?

Related links

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