State Tax Refunds

Nearly 67 percent of all taxpayers around thetax last year and your state returned your
country are entitled to state tax refunds, and themoney this year, for example, you must pay
amount of these refunds is worth lining up for. Intaxes on it this year. Expect to receive (if you
the state of California, for example, refundshaven't yet) a form 1099 from your state,
averaged around $760. The average for mostreminding you about that returned money. Your
other states was about $550 in 2005.state also sent a copy to the IRS, binding you to
Guidelines vary from state to state, so it is bestpay the appropriate taxes. But there are
to consult an accountant. As a general rule,exceptions.
though, low-income individuals and families couldThe state tax refund is fully taxable if you
claim property-tax refunds or rent credits if theydetailed the deductions on your federal tax
filed income tax returns. And in many cases, youreturns. Check with your accountant, though,
can still get tax refunds even if you do not meetbecause there's still a chance that part of it is
the tax filing threshold, because you may havetax-free (even if you did itemize). If you owed
money withheld from your paychecks, orthe alternative minimum tax during the year of
because you may be eligible for the federalthe refund, for example, there's a chance that
earned-income tax credit. This applies if you earnyour refund may not be taxable.
less than $33,000 and have more than one child,But if you are among the 70 percent of
or earn less than $29,000 and have one child, ortaxpayers who did not itemize deductions on your
earn less than $11,000 and do not have a child.return, then you don't have to worry about a
Are state tax refunds taxable? Yes and no. Statething. You do not have to pay taxes on the state
tax refunds are typically taxable the year yourefund you received.
receive them. If you overpaid your state income