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Reminder: 1099-Gs reported for year refund received

Taxpayers who filed 2017 returns just before the October 15, 2018, due date might receive a 2019 1099-G for refunds from those returns. Generally, taxpayers have to report the refund in the year the refund was received, not the year the tax return was filed.

Normally, if the return was timely filed, the 1099-G would have reported these refunds in 2018. But delays in processing returns mean that some taxpayers get late 1099-Gs.

Last year, the FTB didn’t complete processing of timely filed 2016 returns until January 2018. As a result, those 2016 refunds were reported in 2018, not 2017. The same thing will happen this year for 2017 returns.