DIY Products

DIY Products

Whether you’re an experienced do-it-yourselfer or doing your own taxes for the first time, this is your place to learn and share. Here you’ll find information and resources for using H&R Block’s online and software DIY solutions. You’ll also find links to more information to assist you on your DIY journey.

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Valued Pioneer
Posts: 4
Registered: ‎01-05-2018

2017 1099-G state income tax refund entry

Tax program help; I entered my 2017 1099-G state income tax refund. I checked yes for I itemized in 2106.I checked no i did not deduct general sales tax. I have no exceptions. When I go to the next screen it states my state income tax refund is not taxed because I used the standard deductions in 2016, which I did not. Why is it not seeing the check box yes that I did itemize in 2016?

Tax Pro
Posts: 6,039
Registered: ‎02-23-2016

Re: 2017 1099-G state income tax refund entry

Hi robynest,

 

 

 

Welcome to the H&R Block community.

 

I'm willing to bet that the software applied the standard deduction to your return automatically.  If you did not have enough allowable itemized deductions so that the total of your itemized deductions was greater than the standard deduction amount for your filing status (the state tax refund did not provide a tax benefit) then the software would have instantly gone with the standard deduction.  Standard deduction amounts for 2016 were $6,300 for single taxpayers, 9,300 for heads of household, and $12,600 for married couples filing jointly.

 

The other possibility of course is that there is either a glitch in the software or that it miscalculated a deduction causing the standard deduction to be elected, however I suggest reviewing your tax return first to see if the software did in fact use the standard deduction and if it did in fact calculate everything correctly.  If your itemized deductions total is the greater amount though and you do have that amount on your 1040 page 2 for your deductions, or if on the other hand you find something on Schedule A that looks like it is calculated incorrectly, then you'll want to either call support at 1-800-HRBLOCK for further assistance or review your tax return with a tax professional at an office (it's free to look it over).

 

 

If you have any other questions I'll be glad to help.

 

Louis,

Senior Tax Advisor (Tampa, FL)

Valued Pioneer
Posts: 3
Registered: ‎01-06-2018

Re: 2017 1099-G state income tax refund entry

I'm thinking this is a program error, as I am a new user, and HRB has no history on my tax returns.  I am not even asked about Schedule A at all in the interview.  It assumes 'standard deduction,' even when I open the form and manually check "itemized deductions in 2016."

Valued Pioneer
Posts: 3
Registered: ‎01-06-2018

Re: 2017 1099-G state income tax refund entry

I completed the "last year's data" worksheet, and everything seems to be working fine now.

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Tax Pro
Posts: 6,039
Registered: ‎02-23-2016

Re: 2017 1099-G state income tax refund entry

[ Edited ]

Glad to hear that you've got things working properly.

 

If you're in any doubt about your tax return you can always review a printed copy with a tax professional at an office for free (second look) later on once you've finished it.

 

Another option is "best of both".  This is where you send the return to a tax professional in your area for review before you file it.  This is done through the tax software if you're using the online software.  There is a fee, but it's much lower than it would be to prepare the return at an office.