topic State Income Tax Refunds – Meaning of "Total of all your payments and withholding" in Deductions & credits

State Income Tax Refunds – Meaning of "Total of all your payments and withholding"

QRFMTOA — Sun, 09 Feb 2025 17:00:25 GMT

Situation

I am filing my 2022 tax return.
The "Total Refund Received in 2022" was my state income tax refund for 2020.
My locality does not have an income tax.
The only state income tax payments made from 2019 through 2022 were my withholdings reported on my W-2s.

Question: Is the "Total of all your payments and withholding" the sum of my state income tax withholdings reported on my W-2s for 2020 and 2019 and not 2022 and 2021?

Re: State Income Tax Refunds – Meaning of "Total of all your payments and withholding"

MaryK4 — Sun, 09 Feb 2025 17:30:34 GMT

No, it is not the W2 withholding. Your total of all payments and withholding would include estimated tax payments for 2023, state tax overpayment from a prior tax year, payments made with an extension of time to file and refundable credits. If you used TurboTax, it will transfer any amounts you entered in the prior year. You would only have to add any amounts that you did not enter.

Re: State Income Tax Refunds – Meaning of "Total of all your payments and withholding"

QRFMTOA — Sun, 09 Feb 2025 17:38:22 GMT

Thanks!

Re: State Income Tax Refunds – Meaning of "Total of all your payments and withholding"

QRFMTOA — Sun, 09 Feb 2025 17:43:02 GMT

I am not sure you read the opening of my question under "Situation". You are I are talking about different tax years and you seem to have ignored some facts I presented; i.e., the only payments paid were withholdings so there was no need to address anything else.

Re: State Income Tax Refunds – Meaning of "Total of all your payments and withholding"

QRFMTOA — Sun, 09 Feb 2025 17:45:46 GMT

As a matter of fact, I am now more confused. They specifically are asking for withholding and you said, No, W-2 withholdings".

Re: State Income Tax Refunds – Meaning of "Total of all your payments and withholding"

QRFMTOA — Sun, 09 Feb 2025 17:49:57 GMT

The refund is for 2020 and is being reported on my 2022 return.

Is the "Total of all your payments and withholding" those made in 2019 or 2021?

Re: State Income Tax Refunds – Meaning of "Total of all your payments and withholding"

KeshaH — Sun, 09 Feb 2025 23:01:41 GMT

This would be any state income tax payments made for the year you received the refund. In your case, you would enter your withholding for 2020.

Re: State Income Tax Refunds – Meaning of "Total of all your payments and withholding"

QRFMTOA — Sun, 20 Apr 2025 22:08:22 GMT

Thank you for your reply.

I need to re-read my question, Mary's response, and your clarification carefully and see if I get it.

Thanks, again.

I will be back!

Re: State Income Tax Refunds – Meaning of "Total of all your payments and withholding"

QRFMTOA — Sun, 20 Apr 2025 22:10:24 GMT

@MaryK4

Anything to add before I dig deep in this again?

Thanks!

Re: State Income Tax Refunds – Meaning of "Total of all your payments and withholding"

RobertB4444 — Tue, 22 Apr 2025 17:50:46 GMT

The refund is for the 2020 tax year. You will enter any withholding for that tax year since those are the only payments that you made.

You should also check your 2020 tax return and make certain that you itemized deductions that year. If you did not itemize deductions then this refund is not taxable.

@QRFMTOA