https://ttlc.intuit.com/community/taxes/discussion/i-am-confused-for-the-payments-and-withholdings-for-my-1099-g-state-refund-is-it-the-state-taxes-on/01/3776062#M1403273 Sat, 14 Feb 2026 02:02:19 GMT andreacw04 2026-02-14T02:02:19Z https://ttlc.intuit.com/community/taxes/discussion/i-am-confused-for-the-payments-and-withholdings-for-my-1099-g-state-refund-is-it-the-state-taxes-on/01/3776062#M1403273 Sat, 14 Feb 2026 02:02:19 GMT https://ttlc.intuit.com/community/taxes/discussion/i-am-confused-for-the-payments-and-withholdings-for-my-1099-g-state-refund-is-it-the-state-taxes-on/01/3776062#M1403273 andreacw04 2026-02-14T02:02:19Z https://ttlc.intuit.com/community/taxes/discussion/re-i-am-confused-for-the-payments-and-withholdings-for-my-1099-g-state-refund-is-it-the-state-t/01/3776405#M1403443 <P><SPAN style="font-size:14px;">If you received a Form 1099-G reporting a state tax refund, it has 2025 for the year on the form because it represents a refund that you received <I>during</I> 2025. &nbsp;However, it represents a refund for a 2024 (or earlier) tax return that was filed during 2025. &nbsp;</SPAN></P> <P>&nbsp;</P> <P><SPAN style="font-size:14px;">It cannot represent a 2025 tax refund because that is what you are working on filing now. &nbsp;</SPAN></P> <P>&nbsp;</P> <P><SPAN style="font-size:14px;">Similarly, for a 2025 W-2, the amounts on the form represent money that was earned and paid to you during 2025. &nbsp;The state tax withholdings shown on the W-2 were withheld in 2025 and will be reported and used to reduce your 2025 state income tax as reported on the tax return you are filing now. &nbsp;</SPAN></P> Sat, 14 Feb 2026 14:14:41 GMT https://ttlc.intuit.com/community/taxes/discussion/re-i-am-confused-for-the-payments-and-withholdings-for-my-1099-g-state-refund-is-it-the-state-t/01/3776405#M1403443 AnnetteB6 2026-02-14T14:14:41Z https://ttlc.intuit.com/community/taxes/discussion/re-i-am-confused-for-the-payments-and-withholdings-for-my-1099-g-state-refund-is-it-the-state-t/01/3886299#M1445442 <P>@AnnettB6 TurboTax asks two questions,</P><P>1. the amount of the refund, which I understand is the refund for 2024 paid in 2025.</P><P>2. "Payments and withholdings". Is this amount supposed to be for 2024 or 2025? The "circled-i" information implies that it is for 2024. Bonus question: why is this even needed?</P> Mon, 13 Apr 2026 02:42:10 GMT https://ttlc.intuit.com/community/taxes/discussion/re-i-am-confused-for-the-payments-and-withholdings-for-my-1099-g-state-refund-is-it-the-state-t/01/3886299#M1445442 TAST 2026-04-13T02:42:10Z https://ttlc.intuit.com/community/taxes/discussion/re-i-am-confused-for-the-payments-and-withholdings-for-my-1099-g-state-refund-is-it-the-state-t/01/3886860#M1445702 <P><SPAN style="font-size:14px;">Yes, the question is asking for the amount of refund paid in 2025 for your 2024 return. &nbsp;The payments and withholdings question is asking about 2024 data. &nbsp;The information is needed to determine whether the tax refund is taxable as income on your 2025 return. &nbsp;</SPAN></P> <P>&nbsp;</P> <P><SPAN style="font-size:14px;">If you used the standard deduction for 2024, then it will not be taxable (and you technically do not need to enter the Form 1099-G). &nbsp;If you itemized in 2024, then the information is needed to calculate whether it is taxable in 2025.</SPAN></P> <P>&nbsp;</P> <P><SPAN style="font-size:14px;"><SPAN style="background: var(--ck-color-mention-background); color: var(--ck-color-mention-text);"><a href="https://ttlc.intuit.com/community/user/viewprofilepage/user-id/6064666">@TAST</a></SPAN>&nbsp;</SPAN></P> Mon, 13 Apr 2026 13:53:13 GMT https://ttlc.intuit.com/community/taxes/discussion/re-i-am-confused-for-the-payments-and-withholdings-for-my-1099-g-state-refund-is-it-the-state-t/01/3886860#M1445702 AnnetteB6 2026-04-13T13:53:13Z