Hello, KrisD15,
Appreciate for your respond...but.....is it 5a or 5e I need to check? Your content mentioned "5a" of Schedule A, but your topic is typed Schedule A "5e"...... I have properties, so these two numbers are very much different.... Is it 5a I need to use? The box of 5a is NOT checked because I did not use state sales tax for reporting.
For 2019 tax return (submitted in 2020), I owed money to federal government, so I paid money out. For state government, I had refund so I had the 1099-G from state government.
I used "Itemized deduction" as suggested by the software. And as usual, I used the "state and local income." I never use the "state sales tax "as it does not really help me much and costed me a lot of time to input for nothing. (Tried to fill it once and turned out getting nothing over 1 hour of my time in typing....)
Therefore, under the "FEDERAL TAXES" section, within the "Wages & Income" submenu, for the "State and Local Tax Refund Summary", what information exactly should I put in the "Total of all your payment and withholding" blank?
I read the "HELP?" section and I thought it is supposed to be a software function to add up all those information for the users since I have already typed in my W-2s, why is it asking me to input manually?
Does it ask me to simply add all numbers that are in "Box 17 (State income tax)" of my W-2 forms? Or, does it ask me to put in the information of Schedule A 5a from my 2019 tax return (submitted in 2020)?
Again, the box of 5a (of Schedule A) is not checked as I did not use the State sales tax. And please do let me know did you mean 5a or 5e of the 2019 Schedule A?? Your title showed 5e but your content said 5a........I am not sure which one to use......
In your last sentence, you wrote "If Box 5a on the Schedule A is NOT checked, the state refund is NOT taxable, it is NOT reported. " The box of my 5a is NOT checked, So..... how do I handle this " Total of all your payments and withholding" item? Do I just leave it blank?
Appreciate
