topic "Tell us about the refund you received in 2025" where do I find the Payments and Withholdings information from 2024? in Get your taxes done using TurboTax

"Tell us about the refund you received in 2025" where do I find the Payments and Withholdings information from 2024?

user17697249456 — Fri, 06 Feb 2026 21:52:01 GMT

This section always confuses me, and the desktop software "help" guide is really no help. What do I include in the "Payments and Withholdings" box highlighted below and where do I find that information on my 2024 return? I am in California.

Re: "Tell us about the refund you received in 2025" where do I find the Payments and Withholdings...

RogerD1 — Fri, 06 Feb 2026 21:30:24 GMT

If you have access to your 2024 CA Form 540 return, the payments and withholdings will be on line 88 and the refund would be on line 101.

Re: "Tell us about the refund you received in 2025" where do I find the Payments and Withholdings...

user17697249456 — Fri, 06 Feb 2026 21:51:06 GMT

My 540 doesn't have a line 88. It goes from line 1 -78. Line 78 states "add line71-77. These are your total payments. See instructions". Is that the amount I need to enter in the "Total Payments and Withholdings" referenced in my original question above?

Re: "Tell us about the refund you received in 2025" where do I find the Payments and Withholdings...

MarilynG1 — Sat, 07 Feb 2026 00:29:42 GMT

Yes, enter the amount on the line that is labeled 'these are your total payments' from your California 540, Line 78.

@user17697249456

Re: "Tell us about the refund you received in 2025" where do I find the Payments and Withholdings...

user17697249456 — Sat, 07 Feb 2026 02:33:04 GMT

Thank you @MarilynG1!

Re: "Tell us about the refund you received in 2025" where do I find the Payments and Withholdings...

tbrotherson — Sat, 07 Feb 2026 19:07:19 GMT

I have the same question for a Virginia Return. Thanks in advance.

Re: "Tell us about the refund you received in 2025" where do I find the Payments and Withholdings...

tbrotherson — Sat, 07 Feb 2026 19:09:35 GMT

And Utah--I file a non-resident form there.

Re: "Tell us about the refund you received in 2025" where do I find the Payments and Withholdings...

RogerD1 — Mon, 09 Feb 2026 16:42:11 GMT

On Virginia Form 760:

Payments and withholding are on line 26
The refund amount would be line 28

On Utah Form TC-40

Payments and withholding are on line 38
The refund amount would be line 42

The Utah Form TC-40 amounts apply to residents as well as part-year and non-resident returns.

Re: "Tell us about the refund you received in 2025" where do I find the Payments and Withholdings...

devynb73 — Sat, 28 Feb 2026 17:08:26 GMT

What about Maine?

Re: "Tell us about the refund you received in 2025" where do I find the Payments and Withholdings...

DaveF1006 — Mon, 02 Mar 2026 13:56:31 GMT

For Maine, the lines you need on Form 1040ME have changed for the 2025 tax year because of updates to the state’s tax portal and form layout.

Here’s where to look on the Maine Form 1040ME:

Payments and Withholding: Find Maine income tax withheld on Line 25a. For “Total Payments” (this includes estimated payments and refundable credits such as the Property Tax Fairness Credit), go to Line 26.
Refund Amount: Check Line 34a for your refund. This shows the overpayment you want refunded to you instead of applying it to next year’s taxes.

Re: "Tell us about the refund you received in 2025" where do I find the Payments and Withholdings information from 2024?

jonathankeleher460 — Thu, 12 Mar 2026 14:09:43 GMT

I'm doing my taxes now and am stuck on this screen I looked up my 2024 Refund on my Online Bank Statement and it matches Line 34 from my Tax Return last year. Then I looked up any mention of 2025 in the PDF and I found 2 lines saying similar things "Amount of over payment you want applied to your 2025 estimated tax-this is from Line 52, the other is Line 36-both are blank. Is there some other place I need to look. By the way, I'm in Massachusetts

Re: "Tell us about the refund you received in 2025" where do I find the Payments and Withholdings...

RogerD1 — Fri, 13 Mar 2026 15:29:29 GMT

Are you working on entering your 2024 state refund in TurboTax from Massachusetts? The payments and withholdings amount would be found on your 2024 Massachusetts Form 1, line 50 and the refund would be on line 51. You had the option of applying your 2024 refund to your 2025 taxes by allowing Massachusetts to keep - if you had them refund the amount on line 51 to your bank account, then line 52 should be blank. Line 36 is for reporting the amount you received on an amended return - if you didn't amend your 2024 Massachusetts return, then this should also be blank.

The reason why this information is being requested is to see if any part of your refund is taxable because you claimed that refund as a deduction on your 2024 Federal tax return. If you took the standard deduction on your 2024 Federal return, then none of the Massachusetts refund will be taxable. If you itemized deductions, the refund may be taxable. TurboTax will then automatically determine for you the amount of that refund that may be taxable on your Federal return.

If you need additional help, please provide as much additional detail as possible - this will help us to help you.

Re: "Tell us about the refund you received in 2025" where do I find the Payments and Withholdings...

jonathankeleher460 — Sat, 14 Mar 2026 14:19:24 GMT

The lines that I read were from Form 1040 of my 2024 return, but the would explain the numbers the Turbotax auto-generated in the fields. Thanks for the help, I appreciate it. This must be a busy time of year for you guys

Re: "Tell us about the refund you received in 2025" where do I find the Payments and Withholdings information from 2024?

aznkk82 — Sat, 14 Mar 2026 19:09:34 GMT

What about NYC?
Which line items would I find the numbers I need.

Thank you

Re: "Tell us about the refund you received in 2025" where do I find the Payments and Withholdings...

RogerD1 — Mon, 16 Mar 2026 16:19:00 GMT

If you're working in the section about State and Local Tax Refunds on Form 1099-G, the city and state taxes are combined to give you a singular refund and payment amount. In this section, you only need the totals for the city and the state amounts. The Payments and withholdings on IT-201 are reported on line 76, while the amount you had refunded to you is reported on line 78.

If you want to know your New York City amounts, the payments on IT-201 would be the totals of lines 69, 69a, 70, 70a, 73 plus the amount on line 10 of Form IT-201-ATT. Also, any amounts from line 75 that were estimated payments to only NYC will be added. The taxes for NYC are on IT-201 line 54. To get the refund for NYC, you would take the total of the payment amounts and subtract the NYC taxes on line 54 from that.

Re: "Tell us about the refund you received in 2025" where do I find the Payments and Withholdings...

dsgtt — Sun, 22 Mar 2026 22:05:43 GMT

Thank you for the assistance. But the question on Turbotax asks for (1) payments & withholding, and (2) amount of refund. Where do each of them come from on the 2024 NY return? And (3) is it possible that some of the numbers are NOT on the 2024 return but can be found only elsewhere? (4) Also, a TT error message says that the Total NY 2024 payments and withholding must exceed the individual payments (estimated, extension, payment with return). Why am I getting that message when TT pre-filled that field with info from my 2024 return? And finally (5) I did not get a 1099-G from NY but found it online but it is quite different from the prefilled number, and perhaps coincidentally the same $400 as the Inflation Refund from NYS which I understand is not taxable. Thank you so much in advance for trying to clarify this. (Hopefully TT will make far more clear, with better instructions, next year.)

Re: "Tell us about the refund you received in 2025" where do I find the Payments and Withholdings...

RogerD1 — Mon, 23 Mar 2026 15:24:58 GMT

I'll answer the questions using your numbering above:

On New York tax return form IT-201, the total payments and withholding are reported on line 76
The amount of the NY refund is on Form IT-201, line 78
Yes, it is possible that some of the numbers are not on the return. An example would be the $400 New York Inflation Refund that you received.
It's difficult to say why exactly you would be getting that message if the data were pre-populated by TurboTax - unless you had made some 2025 TurboTax entries in the Other Income Taxes section relating to state tax payments you had made in 2025 for 2024.
It sounds like your 1099-G is including the Inflation Refund as part of your refund. You can report that 1099-G in TurboTax in State and Local Tax Refunds on Form 1099-G in the Income section under Other Common Income.

The information from the 1099-R will be used to determine if any part of your NY refund will be taxable on your Federal return. If you took the standard deduction, then none of it will be taxable on your Federal return. If you itemized deductions, then all, some or none of the refund will be taxable on your Federal return - TurboTax will make that determination based on information from your 2024 Federal tax return.

Re: "Tell us about the refund you received in 2025" where do I find the Payments and Withholdings...

ExcessTurbo — Sun, 29 Mar 2026 00:27:46 GMT

If in 2025 you amended your 2021 (and 2022) Federal and California Taxes and this received 1099Gs (California) in 2025 how do you find your "Payments and Withholdings" The purpose of the amendment was to get a larger refund, because new deductions were identified so no *additional* payment was made in 2025 for the amendments. Are we looking for payments made in 2021 (& 2022) or in 2025? No payments were made in 2025 for 2021 (or 2022). So is the answer to "Payments and Withholdings" zero? How does TT use this field value?

Re: "Tell us about the refund you received in 2025" where do I find the Payments and Withholdings...

MonikaK1 — Sun, 29 Mar 2026 01:58:11 GMT

Unless there was an error in your original 2021 or 2022 return with regard to payments and withholdings for your state income taxes, your entries for "Payments and Withholdings" in the section where TurboTax calculates the taxable amount of your state tax refund would not change on the amended returns you filed in 2025- they would be the same as on your original return, because those entries are looking back to the taxable year of the return.

For example, let's say you received a state tax refund of $200 in 2021 for your 2020 state taxes and you determined that $50 of that refund was taxable (because you had received a deduction for $50 of the amount refunded).

Then in early 2025, let's say you amended the 2020 return for other reasons and got an an additional $100 refund for 2020. In this situation, all of that refund would be taxable - because you already got to exclude the nontaxable portion (the other $150 of the original refund) when you filed the original 2020 return in 2021.

Are you using a Mac computer? Did you see the information at the "?" or did it just not make sense?

I've observed that some of the Help questions in the entry screens don't appear in the Mac version of TurboTax Desktop, but they do appear in the Windows version. We have reported the issue for further investigation.

Here is the information that appears when you click the Help "?" in Payments and Withholdings on the "Tell us about the refund your received in 2025" screen (in Windows):

Add up any payments you made to your state or locality, along with any state or locality withholdings from the previous tax year, including:

- Amounts withheld on your W-2, W-2G, and 1099
- Estimated tax payments for 2024 (including any paid in 2025 for 2024 - it's common for the fourth quarterly payment to be made in January)
- Overpayment from 2023 applied toward your 2024 return
- Payments made with an extension of time to file
- Refundable credits

You can find most of this info on your 2024 state tax return. Do not include balance due payments made with (or after) filing a return.

Enter the total amount of all of these combined here.

@ExcessTurbo

Re: "Tell us about the refund you received in 2025" where do I find the Payments and Withholdings...

ExcessTurbo — Sun, 29 Mar 2026 03:28:50 GMT

I assume you conclude that $50 of the $200 state tax refund is determined to be federally taxable because one can determine they are in a 25% marginal federal tax rate.

I am using Windows 11. The "?" section is not that clear because it states add up payments from "the previous tax year". (Ambiguous as to *which* previous tax year.) It further goes on to make four references to the 2024. I know that I already told TurboTax that this refund was for the 2021 tax year and I know how easy is to pick up that value and adjust text knowing that value. Either the correct year should be used or 2024 should not be specifically mentioned (since it is only correct in select cases.). "Replace "2024" with "the tax year of the tax refund".

So I understand the answer to be to be to use the sum of payments from original 2021 tax year State Tax return. (Amended should be the same since only deductions changed. But the value of the sum payments can be hard to figure out from only the amended CA state return. )

Thank You.