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Do I add the State and Local income tax boxes together when asked about my total refund for both? Also, where would I find my total of all my payments and withholding?

 
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Do I add the State and Local income tax boxes together when asked about my total refund for both? Also, where would I find my total of all my payments and withholding?

No, you should add each state or local tax refund you received separately.

If you are referring to the screen related to refunds received for state/local tax returns, Total Refund Received for 2017 and Total of all your payments and withholding are the total amounts you paid to the state or locality you selected on the screen for the year you selected under Tax Year of Refund (usually 2016). Thus, if you received the refund and/or related Form 1099-G in 2017 but the amount was for "Tax Year of Refund" 2016, then you would enter "Total Refund Received for 2017" and "Total of all your payments and withholding" for tax year 2016 for the state or locality selected on the Tell us about your refund screen. See attached screenshot.

You should be able to find this information on your state or local tax return(s) for the "Tax Year of Refund". Many states or localities even have a similarly labeled line that is a total, such as Total payments/credits or Total payments and credits. The amount would not include federal, social security, and medicare tax withholdings. Depending on the state or locality, "Total of all your payments and withholding" may include the following:

  • Amounts withheld on your W-2, W-2G, and 1099
  • Estimated tax payments for 2016. Add any paid in 2017 for 2016 (it's common for the 4th quarterly payment to be made in January)
  • Overpayment from 2015 applied toward your 2016 return
  • Payment made with an extension of time to file
  • Payment made when you filed your return
  • Refundable credits
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