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6 Answers

Do I have to claim my last years state tax return refund if I never received a 1099G?

Asked by: samserio 1817 views YA Discussion

My husband and I have always received a 1099G in previous years due to the fact that we do long form taxes. Am I safe to assume that I do not need to claim if if i did not receive a 1099G this year?

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  • when do you have to claim prior year refund

6 Answers

  1. Quick Answers on Feb 08, 2012 Reply

    No. If you deducted state income taxes in 2010 and got a refund, they you must add them back on line 10. (or if you didn’t, you don’t).

    The fact that the 1099G is simply late does not change how this is taxed.

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  2. tro on Feb 08, 2012 Reply

    if you itemized last year and got a state refund you need to claim it whether you received a statement or not
    there could be any number of reasons you didn’t get it, namely the post office, it is your responsibility to claim it

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  3. Wayne Z on Feb 08, 2012 Reply

    Yes, you still have to claim it.

    Many states stopped sending out 1099Gs for state refunds and have made the information available online.

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  4. Bash Limpbutt's Oozing Cyst© on Feb 08, 2012 Reply

    NEVER assume anything.

    If you itemized deductions on your federal 2010 return and deducted state and local income taxes, you MUST claim any state and local refunds received in 2011 as income on your 2011 federal return. That’s true even if you didn’t receive a Form 1099-G. The 1099-G may have been lost in the mail or may be late. Or you may be in a state like MO that does not mail them out any more unless you specifically sign up for a mailed copy on line. I had to go on line to get my MO 1099-G this year.

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  5. the kid on Feb 08, 2012 Reply

    If you itemized it as a deduction, yes, regardless of receipt of the 1099.

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  6. cynic47 on Feb 08, 2012 Reply

    States are no longer required to mail out 1099-G forms showing the prior year’s state refund, as long as they make those forms available online. I know, for instance, that NY, NJ and CT all have switched to that approach and do not mail out the forms. You can Google your state and 1099 to find your form online.

    Naturally, this does not remove your obligation to declare your 2010 state refund as 2011 federal taxable income, if you took state income tax payments as an itemized deduction on your 2010 federal tax return.

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