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Level 2

Question

Taxability of a 2022 State Tax Refund

Forum|Forum|2 years ago
February 2, 2024
23 replies
179 views

I am doing my 2023 taxes today with Turbo Tax and entered my 2022 State Tax Refund amount, the App asked for the "Total of all payments and withholding" but it is not clear if is the State Tax withholding for 2022 or 2023.

Any idea which number I should enter?

Tax Advice

Level 15

If you used the Standard Deduction on your 2022 tax return, you needn't report the refund.

If you Itemized, you need to enter the tax claimed on your 2022 Schedule A, or all the state tax you paid in 2022 if your state tax was limited on your 2022 Schedule A.

This would include the withholding on income, such as your W-2 as well as state property and/or sales tax paid.

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joelereevesAuthor

Level 2

I Itemized in 2022.

My 2022 entry on Schedule A line 5d exceeds $10,000

My 2022 entry on Schedule A line 7 is limited to $10,000

Are you saying to use the number from my 2022 Schedule A line 5a when entering my State Tax Refund into my 2023 return?

Alumni - Intuit

Use the line 5d amount which exceeds $10,000 so the program can determine if there is any taxable amount.

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Alumni - Expert

Alumni - Expert

Box 2 for Federal taxes withheld.

Box 17 for State taxes withheld.

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