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New Member
posted Mar 19, 2020 2:02:10 PM

Must "Fix" My Federal Tax Return...Carryover Worksheet: Total witheld/pmts must be entered. Question: Re: "witheld/pmts"...What boxes on my W2 does this included?

1 5 10878
5 Replies
Level 3
Mar 19, 2020 3:22:22 PM

This is normally pre-populated when you transfer your prior year return information to the current tax year.  Not sure what State or Local ID you are talking about, but for example,  if you had a W-2 from HI last year and had $200 in box 17 (State income tax), then in this year's transfer, you will see that $200 in column d (Total Withheld/Pymts). 

Expert Alumni
Mar 20, 2020 1:31:43 PM

It depends. By withheld, you may mean federal tax withheld, Box 2, or state tax withheld Box 17, as Tasogare stated.

 

However, carryover worksheets are for net operating losses, passive activity losses or capital losses. This involves investments and there is not tax withheld reported on such a worksheet.

Level 3
Mar 24, 2022 11:35:51 AM

Hello,

 

The same thing is popping out for me here.  See screenshot.  Why am I getting this and how can I fix and keep it from happening?  Thank you!

 

Expert Alumni
Mar 24, 2022 12:48:59 PM

 

Generally, California conforms to Federal rules, so if you had a Federal Carryover Loss to report, it would most likely also apply to CA. This usually results from a loss in investment sales (or stock sales). 

 

Check your 2020 California Schedule D, Line 6 if you're not sure.

 

Click this link for more info on California Carryover Loss. 

 

 

 

 

New Member
Jan 27, 2024 8:56:11 AM

I had this issue and for some reason every response was almost passive aggressive like why would we ask this question if this website wasn't asking us for it.

Anyway I think it's line 33 at the beginning of your downloaded tax return. I don't know anything about taxes but that's my guess since it says total payments.