Amounts withheld for your state during 2023, and showing on:
1) 2023 W-2 forms
2) any 2023 1099-R forms
3) any other 2023-related1099-??? Forms, If any (though that's not common).
4) any State quarterly estimated tax payments you might have made during 1Jan -to-31 Dec of 2023.
5) If you owed extra for 2022 state taxes, and paid them when you filed 2022 taxes in 2023...include that.
But they only make a difference if you used Itemized deductions on your Federal 2023 tax return. IF you used the Std Deduction, then there is another follow-up question you will get to that asks you which you used on your 2023 tax return....then, if that was the case, when you select that you used the Std Deduction on your 2023 Federal tax return, the 2023 State refund is then not included as income for 2024.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
