Tax Question

[imimahoney]

Wondering if someone has some insight.

We live in Massachusetts and received a 1099G. Googling says it's most likely from unemployment taxes not being taken out. Except no one has been on unemployment in my house for years.

We did receive an energy credit last year for a heat pump and central air install. Could it be that? We are so confused and the internet/turbo tax has gotten us no where.

[archiethedragon]

Did you get a refund last year? It could be for that.

[imimahoney]

Mar 24, 2024 7:26:30 GMT -5 archiethedragon said:

Did you get a refund last year? It could be for that.

Yes, we get a refund every year but have never been penalized for it.

[Pilsy]

Who is the payer?

[archiethedragon]

Mar 24, 2024 10:01:12 GMT -5 imimahoney said:

Mar 24, 2024 7:26:30 GMT -5 archiethedragon said:

Did you get a refund last year? It could be for that.

Yes, we get a refund every year but have never been penalized for it.

Does the refund amount match the 1099? If so that is it. It is not a penalty , just a notification. If you itemized last year then you would need to included the refund on your income because you would have deducted it last year. The vast majority of people do not itemize in which case you would not need to do anything with it.

[imimahoney]

Mar 24, 2024 10:54:49 GMT -5 archiethedragon said:

Mar 24, 2024 10:01:12 GMT -5 imimahoney said:

Yes, we get a refund every year but have never been penalized for it.

Does the refund amount match the 1099? If so that is it. It is not a penalty , just a notification. If you itemized last year then you would need to included the refund on your income because you would have deducted it last year. The vast majority of people do not itemize in which case you would not need to do anything with it.

No, the 1099 is for a very different amount.

[imimahoney]

Mar 24, 2024 10:35:23 GMT -5 Pilsy said:

Who is the payer?

We filed jointly so both my husband and myself are listed.

[Pilsy]

Mar 24, 2024 11:40:19 GMT -5 imimahoney said:

Mar 24, 2024 10:35:23 GMT -5 Pilsy said:

Who is the payer?

We filed jointly so both my husband and myself are listed.

I think you two are the payees, but there should be a federal ID and name listed for the payer, which will give a hint about what it's related to. 

[imimahoney]

Mar 24, 2024 11:46:30 GMT -5 Pilsy said:

Mar 24, 2024 11:40:19 GMT -5 imimahoney said:

We filed jointly so both my husband and myself are listed.

I think you two are the payees, but there should be a federal ID and name listed for the payer, which will give a hint about what it's related to. 

Oh, you are right... thanks. It lists the state of Massachusetts, tax department.

Also, I really appreciate the responses.. thank you!

[Pilsy]

Happy to help!

It sounds like it's from a refund. Does it list a year in Box 3?

If you want to confirm it's related to a previous refund, I think you should be able to verify it with the Department of Revenue at 617-887-6367.

ETA: I'm also in MA and working on my taxes right now, too. Blah. Can't wait to finish!