The refund for your 2022 state tax return was received in 2023 which is why it says 53 for 2023.
Total of your Payments & Withholding is the amount of state tax that was withheld from your income in 2022.
If you used the Standard Deduction (most people do) when you filed your 2022 tax return, the 2022 state refund you received in 2023 is not taxable.
If you Itemized Deductions, the state refund may be taxable or partially taxable.
Why? When you Itemize Deductions, you get to claim the state tax you paid that year. If you then get some of that state tax that you claimed returned to you as a state refund (the next year) you might need to claim that as income.
So, if you claimed 10,000 in State Tax on your 2022 Federal Return as a deduction, but the state refunds 2,000 back to you, you now have to claim that 2,000 (or part of it) as income.
1. Look at your 2022 State tax return, did you get a refund? Was it $53? Did you get a 1099-G from the state reporting the refund? Does your state list your 1099-G online? Can you look at your bank statements for a direct deposit from the state of $53?
2. Look at your 2022 Federal return, does it include Schedule A or on your 1040 line 12 is the Standard Deduction amount for your filing status listed? (The standard amounts are listed in the column). If the Standard Deduction is listed, you needn't claim the state refund.
3. Yes, if you claim the 53 refund, and you did not itemize on your 2022 Federal tax return, you would be claiming taxable income that you shouldn't be. I'm guess that 1,329 is the amount of withholding you had which is not anything you would claim. No, claiming the refund would not result in you getting money back.
In 2022, you would have needed over $12,000 in deductions (Medical expenses, mortgage interest, state taxes) to have Itemized. If you didn't, the refund most likely does not need to be reported.
It will be the same next year, so please make note to whether you use the Standard Deduction or Itemize this year in order to address a state refund you might receive this year.
You can view your prior year return in TurboTax under "Your Tax Returns and Documents"
How to find last year's return in TurboTax
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