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    bigklu47's Avatar
    bigklu47 Posts: 1, Reputation: 1
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    #1

    Feb 1, 2010, 10:19 AM
    1099 g standard deduction vs itemized deduction
    Newly wed in 2009. Wife itemized her deductions on her federal return for 2008, I used the standard deduction. We both have 1099 G's in 2009 for state income tax refunds from 2008. Do both amounts have to be entered on 1040, line 10 or just the amount from my wife who itemized last year?
    ebaines's Avatar
    ebaines Posts: 12,131, Reputation: 1307
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    #2

    Feb 1, 2010, 10:36 AM

    You only need to report the 1099-G for your wife, since she itemized and you didn't. See the worksheet on page 23 of the 1040 instructions to determine how much of her refund is taxable: http://www.irs.gov/pub/irs-pdf/i1040.pdf
    MukatA's Avatar
    MukatA Posts: 7,110, Reputation: 176
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    #3

    Feb 2, 2010, 12:40 AM

    If 2008 if your wife itemized deduction, you must also itemize your deductions; you can not take standard deduction.
    ebaines's Avatar
    ebaines Posts: 12,131, Reputation: 1307
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    #4

    Feb 2, 2010, 08:21 AM

    Mukata - from what the OP posted it seems that they weren't married in 2008, so they both filed as single.
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