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dbaldwin1
New Member

What goes into the “total of all your payments and withholdings” field on the 1099-g form? I put the amount in box 2 for the amount refunded but not sure what I am supposed to calculate on

 
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Accepted Solutions
KrisD
Intuit Alumni

What goes into the “total of all your payments and withholdings” field on the 1099-g form? I put the amount in box 2 for the amount refunded but not sure what I am supposed to calculate on

The program is asking for the total State and local tax withheld on the prior year return. 

For example, if you received a $100 state refund in 2018 for the 2017 tax year, the program now needs to know how much, if any, state/local taxes you deducted on your 2017 Federal Return. 

You would find this on your 201 Schedule A filed with your 2017 Federal return. 

If you didn't use Schedule A (which means you didn't Itemize Deductions, you took the Standard Deduction) or you did itemize, but you claimed state sales tax rather that state income tax, the refund is not taxable and does not need to be reported. 

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1 Reply
KrisD
Intuit Alumni

What goes into the “total of all your payments and withholdings” field on the 1099-g form? I put the amount in box 2 for the amount refunded but not sure what I am supposed to calculate on

The program is asking for the total State and local tax withheld on the prior year return. 

For example, if you received a $100 state refund in 2018 for the 2017 tax year, the program now needs to know how much, if any, state/local taxes you deducted on your 2017 Federal Return. 

You would find this on your 201 Schedule A filed with your 2017 Federal return. 

If you didn't use Schedule A (which means you didn't Itemize Deductions, you took the Standard Deduction) or you did itemize, but you claimed state sales tax rather that state income tax, the refund is not taxable and does not need to be reported. 

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