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New Member
posted Jun 5, 2019 11:56:09 PM

In the state and local refund page, it is asking for total refund received in 2018. Is this from my 1099-G?

The total of all your payment and withholding - is this line 76 from the NYS 2017 tax return?

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1 Best answer
Intuit Alumni
Jun 5, 2019 11:56:11 PM

Yes - The figure for your state refund comes from the 1099-G you received from New York State.

Yes - You can use the "Total Payments" figure from line 76 on your 2017 NYS return.




[Edited | 3/8/2019 | 6:28 am PST]

3 Replies
Intuit Alumni
Jun 5, 2019 11:56:11 PM

Yes - The figure for your state refund comes from the 1099-G you received from New York State.

Yes - You can use the "Total Payments" figure from line 76 on your 2017 NYS return.




[Edited | 3/8/2019 | 6:28 am PST]

New Member
Jun 5, 2019 11:56:12 PM

In regards to the total of all your payment, when I clicked what does this include it says "you'll find most of this info on your 2017 state tax return."
 - Amounts withheld on your W-2, W-2G, and 1099
 - Estimated tax payments for 2017. Add any paid in 2018 for 2017 (it's common for the 4th quarterly payment to be made in January)
 - Overpayment from 2016 applied toward your 2017 return
 - Payment made with an extension of time to file
 - Payment made when you filed your return
 - Refundable credits

Intuit Alumni
Jun 5, 2019 11:56:14 PM

I'm sorry.  I didn't realize you were on the "state and local refund page"--my mistake.  You are absolutely right.  You can use the figure from line 76.