New York - Form 1099-G Does Not Match Prior Year Refund Received
1

Form 1099-G Certain Government Payments received from the State of New York may reflect a different amount than what was actually received as a refund in the prior year. For example, both the school tax credit and the use tax on a return are adjusted as needed before the amount is calculated for Form 1099-G. See the New York State More information about Form 1099-G webpage for an explanation why the amount on Form 1099-G may differ based on various items. It is not the actual cash amount refunded that should be entered, but the amount from the Form 1099-G received from the State of New York.

See the New York State Form 1099-G webpage to find information regarding your Form 1099-G, including those for Metropolitan Commuter Transportation Mobility Tax filers (MCTMT).

Additional Information

Per NY Instructions for Form IT-201, on page 6:

Need to know the amount of your 2019 New York State Tax refund?

We do not mail Form 1099-G, Statement for Recipients of State Income Tax Refunds. If you need this information to complete your federal return:

  • check your paperwork
  • go to Online Services at www.tax.ny.gov
  • call 518-457-5181

Note that any link in the information above is updated each year automatically and will take you to the most recent version of the document at the time it is accessed.