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I didn't pay any state/local tax last year when filing my taxes. In my 1099B there is no mention of withheld for state taxes. Do I just add box 17 of my W2 for 1099-G?

Continuing the original question, where else to look at to add correct information for "Total of all your payments and withholding" when adding my 1099 G refund info in Turbotax? Only box 17 of 2017 W2?



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3 Replies

I didn't pay any state/local tax last year when filing my taxes. In my 1099B there is no mention of withheld for state taxes. Do I just add box 17 of my W2 for 1099-G?

I'm not sure I fully understand your question but I will try to help.

Income reported to you on 1099-G is entered into Turbotax (TT) in the Personal Income section, Other Common Income, either for tax refunds or other. Just copy the information from the form.

If you have information on your W-2  box 17 (state income tax) include that when you add your W-2 information into TT under the Wages and Salary section of income.

If you receive a 1099 B that information is also entered into the TT income section. Depending on the details, that will be split between into the various sections of Investment income. Most brokerages also combine interest and dividends onto the same form, which goes into the Interest and Dividends section. Usually, taxes are not withheld, if they are just copy the information when you fill out the sections. As a suggestion, most major brokerages will let you download the 1099 directly into TT which will automatically populate the appropriate fields.

I didn't pay any state/local tax last year when filing my taxes. In my 1099B there is no mention of withheld for state taxes. Do I just add box 17 of my W2 for 1099-G?

Thanks Alvinn. My problem is the "Total of all your payments and withholding" box when adding my tax refund information in turbotax. Do I have to add what's in the box 17 of my 2017 W2 there? Other places I can find this information if I didn't pay any money when filing last year?

I didn't pay any state/local tax last year when filing my taxes. In my 1099B there is no mention of withheld for state taxes. Do I just add box 17 of my W2 for 1099-G?

Which screen are you seeing the "Total of all your payments and withholding" box on (or where are you in the interview?) Also, which version are you using?

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