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Old 03-08-2014, 10:08 PM
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1099 G

Please advise! I already efiled with both the IRS and State of NJ. It is currently being processed by both. Because we are moving, things are a bit disorganized at home. I just found a 1099-G form from my wife's Family Leave Insurance that we failed to use when we did out taxes. Box 1 had $2,355. Question #1. Will this hold up the processing of my tax return? Question 2: Should I take care of this now or wait to hear from the IRS? I've never had a problem like this before and I don't know what to expect. Thank you



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Old 03-09-2014, 12:04 AM
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Originally Posted by reggie View Post

#1; Question #1. Will this hold up the processing of my tax return?


#2; Question 2: Should I take care of this now or wait to hear from the IRS? I've never had a problem like this before and I don't know what to expect. Thank you
#1;If you discover an error after your return has been filed, you may need to amend your return. your return was filed and accepted; you would need to amend your return to add the 1099-G information on oyour return. The reason your refund is delayed is because the IRS is experiencing tax refund processing delays which has affected allot of people. You will have to wait to amend your return since the amended form will not be available until around 2/9/2014;The IRS isn't accepting amended tax returns until February 9, 2014. So amende and re-print your tax return on the 9th and mail it in once the form is available you can go through the amendment interview to add your 1099-G form. Amended returns must be mailed, they cannot be efiled. Your state tax liability may be affected by a change made on your federal return. For information on how to correct your state tax return, you need to contact your state tax agency.i mean if it affects your state return, you also need to file your state amended return. Generally, to claim a refund, Form 1040X must be filed within 3 years after the due date of your original return or if you filed your return under an extension of time to file, 3 years after the date you filed your return or within 2 years after the date you paid the tax, whichever is later. Returns filed before the due date without regard to extensions are considered filed on the due date.

#2;as mentioned above



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Old 11-12-2014, 03:31 PM
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Need help with my state and local refund

I am MFJ, itemized deductions ($12,996) in 2013. 1099G refund was $385.00 My state income tax deduction was $1798 and sales tax deduction that I didn't take was $945. Have no idea how I am going to complete or do I have too Line 10 of my 1040?



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Old 11-12-2014, 03:43 PM
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Originally Posted by libgirl View Post
I am MFJ, itemized deductions ($12,996) in 2013. 1099G refund was $385.00 My state income tax deduction was $1798 and sales tax deduction that I didn't take was $945. Have no idea how I am going to complete or do I have too Line 10 of my 1040?
then yes; you must report your state refund on your fed return.you need to report your state tax refund on 1040 line 10 ONLY if you itemized your deductions on Sch A on your fed return; .

As you did itemize, look at the taxes section of your 2013 Sch A. If you claimed state sales tax instead of income tax, your refund is not taxable. If you claimed state income tax on the Sch A, all or part of your refund may be taxable. Subtract the 2013 standard deduction amount from your total itemized deductions. If the answer is equal to or more than your refund, the entire refund is taxable. If it is less than your refund, that is the taxable portion.



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