MobiusX11
Returning Member

Tell us about your refund

Every time that I start from them beginning, it already has information for Refunds received for state/local tax returns. It has an amount of $53. When I click edit, it says total refund received in 2023 and it says $53. Then it says total of all your payments withholding and it has a different amount. Underneath that, it says tax year of refund (usually 2022) and it says 2022. On the top it says Tell us about your refund. Under that it says if you received more than one refund, we'll help you enter them at one time. Why does it say $53 for 2023 if I haven't filed my taxes for 2023 yet? Total of your payments withholding says a different amount. Where is all of this information even coming from? Why does it mention 2022? I did my taxes with turbo tax. How can I find out if the information already there is even accurate? I don't see $53 for 2023. I have different amounts on the top left in green that say how much I will get from federal and state but it's not the amount mentioned here. Total of all your payments and withholding says $1,329. Why is this even here also? I did receive a 1099G form but that was for unemployment compensation which I already filed also. However, it mentions nothing about these 2 different amounts.

 

1. How do I know from my 1040 from last year if I have to file this $53 or not? How do I check what I received last year? 2. I believe someone mentioned I have to file this if it was itemized last year or something like that. How do I check on the 1040 if it was itemized or something? 3. What happens if I file this $53 and $1,329 but it's not necessary to? Does this mean I am paying for taxes on something I am not supposed to and I will get money back? If I don't file it and I am supposed to then I will owe money back right? Is there a penalty for filing this and I'm not supposed to? Turbotax is the one who keeps bringing this up every time I clear everything and start from the beginning. I just want to do this correctly and not have to pay some tax specialist $150 when I can do it on my own for less than half of the price of that.