Where do I find last year's state/local refund?

Modified on Wed, 24 Jan 2024 at 02:20 AM

At this time, Beem is not supporting state/local refunds; however, here are some steps you can take to find last year's state and local refund:

  • According to the IRS, you'll need info on your last year’s AGI, or you can access a prior year return

  • Your state/locality may have sent you a 1099-G form (if they haven’t gone paperless). 

    • You should receive your 1099-G by mid-February if your state/locality still sends out paper forms.

    • If you did get a 1099-G, make sure it's for a state/local tax refund, not unemployment compensation.

  • If you transferred last year’s tax data to this year's return, your state and local refunds are automatically brought over with your other tax info.

For coverage details and other important legal information about Filer, you can read more here.

 

You may also be able to find the amount of last year’s state/local refund in a few other places:

  • Last year's state tax return

    • If you are unable to locate your return, please contact either your tax preparer from last year or you can contact your state tax agency. If you transferred last year’s tax data to this year's return, your state and local refunds are automatically brought over with your other tax info.

  • Your bank statement (showing your entire state/locality refund)

  • Your state tax agency (for state refunds) or municipality (for local refunds) 

This content is provided for informational purposes only and should not be construed as tax, legal, financial, accounting, or other advice. Rules and regulations vary by location and are subject to change, so please consult with an expert if you need advice specific to you.

 

Any third-party links are provided for informational purposes only. The third parties and their sites are not endorsed by Beem and Beem is not responsible for, and has no control over, their content, privacy policies, or terms of service.

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