MRod75
New Member

Get your taxes done using TurboTax

Hello there Amy!

 

I also have a similar problem with answering the questions in this same particular section of the Turbo Tax software. The difference in my situation is that I'm trying to currently complete my 2022 tax return but due to a couple of previously late NYS filings for both tax year 2019 and 2020, I eventually received both state tax refunds during 2022.

So, out of the 3 questions asked in this section, the 1st one “Total Refund in 2022” and the 3rd question “For Tax Year of Refund” I think are pretty straight forward where I will input the amount of each of the individual refunds I received and for which applicable year it was for however, I’m unclear as to which amount should I be inputting into the box for the 2nd question "total of all your payments and withholdings”. Should it be the total amount that I payed and/or was withheld for 2022 or should I be inputting the amounts that were withheld individually for 2019 and then 2020?