refunds/1099-g statements

Where is my refund?

We know that receiving refunds in a timely manner is important to our taxpayers. Refund requests are processed in the order in which they are received. In some situations, a filed return requesting a refund may be incomplete. If that happens, we will contact the taxpayer requesting any additional information needed to complete the return.

Per the Ordinance, municipalities do not have to pay interest on any overpayment so long as it is refunded within ninety days after the final filing date of the annual return OR ninety days after the completed return is filed, whichever is later. The tax office strives to process refunds in a quicker timeframe. However, we will not be able to expedite your refund.

1099-G Statements for Refunds/Credit

Each year during tax season, the City of Monroe tax office issues 1099-G statements to individual taxpayers, notifying them that they have received a refund or credit.

State and local tax authorities must file information returns with IRS on Form 1099-G with respect to individuals’ income tax refunds, or credits or offsets with respect to income taxes, aggregating $10 or more in one calendar year. The return must include the aggregate amount of the state or local income tax refund (credit or offset).

A “credit or offset” is a tax overpayment which, in lieu of being refunded to the taxpayer, is either applied against an existing liability of the taxpayer, or is available for application against a future liability of the taxpayer, or otherwise used or available for use for the taxpayer’s benefit. Please consult with your tax preparer concerning the taxability of this 1099-G issued to you.

Questions? Contact the Tax office at 513-539-7374, option 3 or