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IRS.gov Website

Frequently Asked Tax Questions

Interest/Dividends/Other Types of Income - 1099 Information Returns (All Other)

  1. I received a Form 1099-G, for my state tax refund. Do I have to include this amount as income on my return?
  2. Are the amounts a taxpayer receives from a "reverse mortgage" taxable or non taxable income? I've looked in publications 525, 936, 530 and 17 and couldn't find any relevant information.

Rev. date: 1/1/2011

I received a Form 1099-G, for my state tax refund. Do I have to include this amount as income on my return?

Whether or not you have to report your state income tax refund on your federal income tax return depends on if you itemized your deductions using Form 1040, Schedule A:

Rev. date: 1/1/2011

Are the amounts a taxpayer receives from a "reverse mortgage" taxable or non taxable income? I've looked in publications 525, 936, 530 and 17 and couldn't find any relevant information.

A reverse mortgage is a loan.  The amounts received from a "reverse mortgage" are not taxable income.
Additional Information
Reverse Mortgage FAQs