AnnetteB6
Expert Alumni

Retirement tax questions

Since your 2020 form states it is for tax year 2018, it probably represents a state tax refund from 2018.  

 

Use these steps to get to the right place to enter your information:

  • On the top row of the TurboTax online screen, click on Search (or for CD/downloaded TurboTax locate the search box in the upper right corner)
  • This opens a box where you can type in “state and local tax refund” and click the magnifying glass (or for CD/downloaded TurboTax, click Find)
  • The search results will give you an option to “Jump to state and local tax refund
  • Click on the blue “Jump to state and local tax refund” link 
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