BillM223
Expert Alumni

State tax filing

@mom42

 

Yes, the Search term that I gave you was "estimated taxes paid", but the third heading on that screen is "2018 Refund Applied to 2019", which is the section that you want. Is that what you updated or dud you make the change in the section called "Estimated Tax Payments"?

 

If you didn't make the changes under "2018 Refund Applied to 2019", please go back and undo what you did and go to the "2018 Refund Applied to 2019" section instead.

 

"One of the posts that I read mentioned that the tax refund wouldn't matter if I took the standard deduction. "

 

We're talking about two different things here. The initial conversation with randybruin was about how to make sure that the 2018 federal and state refund was applied to the 2019 return in TurboTax. That's what the Estimated Taxes Paid discussion has been all about.

 

The tax refund that has to do with taking the Standard Deduction is referring to when the state taxing agency refunds some or all of your state taxes and sends you a 1099-G. This is not your tax from one year carrying over to another year, this is a refund from the state. The thing about Standard Deduction has to do with determining if this tax refund is taxable - this is not the situation here.

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