State and local income tax refunds may be taxable in the year you received them if all of the following occurred:
- You got an itemized deduction for state and local income tax in the prior year.
- You received a benefit from taking the deduction. For example, the deduction increased your federal refund or reduced your tax liability.
- You received a state or local refund, even if you didn't receive a 1099-G.
For "Total refund received in 2023", yes, that is the amount in Box 2 of Form 1099-G.
For the entry in the box labeled "Total of all your payments and withholding":
Add up any payments you made to your state or locality, along with any state or locality withholdings from the previous tax year, including:
- Amounts withheld on your W-2, W-2G, and 1099
- Estimated tax payments for 2022 (including any paid in 2023 for 2022 - it's common for the fourth quarterly payment to be made in January)
- Overpayment from 2021 applied toward your 2022 return
- Payments made with an extension of time to file
- Refundable credits
You can find most of this info on your 2022 state tax return. Do not include balance-due payments made with (or after) filing a return.
Enter the total amount of all of these combined here.
See this California FTB webpage and this TurboTax tips article for more information.
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