Irene2805
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State tax filing

This is where you can find the information you asked about.

 

Amounts withheld on your W-2, W-2G, and 1099:  

Once you enter these forms, TurboTax will transfer the amounts automatically.


Estimated tax payments for 2018:

Did you make any estimated payments for 2018?  If not, ignore this item.  If you did, look for:

  • Copies of Form 1040-ES, Estimated Tax for Individuals payment vouchers
  • Copies of estimated tax payment vouchers for payments made to your state and local tax agencies

Tax paid in 2019 for 2018: (it's common for the fourth quarterly payment to be made in January)

Did you make any estimated payments for 2018?  If not, ignore this item.  If you did, look for:

  • Copies of Form 1040-ES, Estimated Tax for Individuals payment vouchers for the 4th quarter of 2018
  • Copies of estimated tax payment vouchers for payments made to your state and local tax agencies for the 4th quarter of 2018

Overpayment from 2017 applied toward your 2018 return

Your 2017 1040, line 77

 

Payments made with an extension of time to file:

Did you even file an extension?  If not, ignore this item.  If you filed an extension, look on Form 4868 to see if you made a payment with the form.

 

Payments made when you filed your return.

Look on your 2017 1040, line 78.


Refundable credits

Your 2017 1040, lines 67-73.