Retirement tax questions

@docwell5 That summary nets out the difference between a federal refund and a state tax owed, the difference between a federal tax owed and a state refund, or adds both refunds or tax due amounts  together.

 

The actual amount of your federal refund is on line 35a of your federal Form 1040---or if you owe federal tax it is on line 37.

 

If you are getting a refund from IL for 2023 the amount is on line 36 of your IL return; an amount owed to IL is on line 40.

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