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Form 1099-G - Box 2 - Entering State Income Tax Refund in Program
1
This amount is generally only taxable if you itemized deductions in the prior year. To enter or review your state income tax refund in the TaxAct program, follow the steps below. 
The program automatically uses the Form 1040 State Refund – State Refund Worksheet to determine the taxable amount based on the information entered for your prior year itemized deductions. If you did not itemize deductions last year, the refund is not taxable and will not be reported.
 
Online
Dashboard
  1. From within your TaxAct return, click Income. 
    • On smaller devices, click the menu at the top left corner of your screen, then make your selection.
  2. Click the Explore More drop-down.
  3. Click Add beside State/Local Tax Refunds. 
  4. Complete the rest of the interview process. 
Classic
  1. From within the return, click Federal. 
    • On smaller devices, click the menu at the top left corner of your screen, then make your selection.
  2. Click State Income Tax Refund.
  3. Click Add Form 1099-G State Income Tax Refund.
  4. Continue with the interview process to enter your information.
Desktop
  1. From within the return, click Federal. 
  2. Click State Income Tax Refund.
  3. Click Add beside New Copy of Federal Form 1099-G State Income Tax Refund.
  4. Continue with the interview process to enter your information.
 
Note: When entering the amount for Box 2, check to see if any amount appears in Box 3. Box 3 shows the portion of the state or local income tax refund, credit, or offset (Box 2) that was repaid by the taxpayer during the same tax year.