MonikaK1
Employee Tax Expert

Retirement tax questions

When you are entering a State tax refund and TurboTax asks for your Payments and Withholdings:

 

  • Enter the total taxes you paid to the state or locality for the same tax year as the refund (this includes withholdings as well as estimated tax and other payments).
  • You can get this amount from your state or local tax return for the tax year of the refund. Look for a line near the bottom, often bolded, that includes the phrase total payments.

If you received a state tax refund in 2025 for tax year 2024, enter the amount of 2024 state taxes you paid through withholding from your job (shown on 2024 W-2 and on your 2024 state tax return), plus any estimated state taxes you paid for 2024.

 

See this help article for more information.


 

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