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Retirement tax questions
Yes - In TurboTax the State and Local Income Tax Refund Worksheet shows the calculations in determining if any (and how much) of your state refund is taxable.
You can view this form using the following steps:
TurboTax Online
If you wish to preview your entire return, including the State and Local Income Tax Refund Worksheet, please follow these steps:
- In the black bar at the left side of your screen, click on TaxTools > Print Center
- On the TurboTax Print Center screen, click Print, save or preview this year's return.
- Mark the box(es) for your federal and/or state return.
- In the next section, select Just my tax returns.
- Click on the View or print forms box.
- When the print screen comes up you can select the pages to be reviewed/printed.
TurboTax CD/Download
You can review your return by going into Forms Mode. Please follow these steps:
- Go into Forms Mode by clicking on the Forms icon in the top right of the blue bar.
- In the Forms in My Return list on the left, click St Refund Wks. The form will appear on the right side of the screen.
- You can view the form on the screen or you can print a copy by clicking the Print box at the bottom of the screen.
- To return to the interview, click on the Step-By-Step icon in the top right of the blue bar.
@jelo56
March 1, 2021
9:39 AM