KarenL
Employee Tax Expert

Get your taxes done using TurboTax

See my answers and explanations below in bold.

 

1. Total Refund Received in 2018. This is your total California refund you received in 2018, when you filed your 2017 income taxes.

 

2. Total of all your payments and withholding.  This is your total estimated tax payments (if you made any) and your total withheld from W-2 or 1099 forms.

 

Questions are:

1. TurboTax has automatically filled in a number $A for both.  That makes sense if you filed with TurboTax in 2017.  Just verify that they are correct.

 

2. Total refund of 2017 is not $A, and the amount I received is not $A either. But I can see the number $A shows in my tax return form 540, followed by "California income tax withheld".  This should be the actual amount received in 2018, from your 2017 tax return that was prepared.  If you received a different amount, then enter the amount you actually received.

 

3. I can not find total of all my payments and withholding. Also I can't see form 1099G in my tax return.  Form 1099-G  This is your total estimated tax payments (if you made any) and your total withheld from W-2 or 1099 forms for the 2018 tax year. Form 1099-G is a form the state sometimes sends to verify the state tax refund you received in 2018 (for your 2017 tax return, because it was prepared in 2018).  

 

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