For entering my 2023 California State Refund info, where do I find total payments and withholdings on 2023 tax form?

[SabrinaD2 · Accepted solution]

You can find the total payments and withholdings on your 2023 California Resident Income Tax Return (Form 540):

• Line 78 : Total Payments
• Line 72: This line includes your California estimated tax payments, 
• Line 71: This line shows the total California income tax withheld from your W-2, 1099, and other forms.
• To find a copy of your 2023 CA return follow steps below.

Finding a Copy of Your 2023 Tax Return on TurboTax:

There are two ways to get your prior-year returns if you have already started your 2024 return:

1. Select Documents from the menu, use the dropdown menu to choose the tax year you want, and select Download tax PDF.
2. On Tax home, scroll down and select Your tax returns & documents. Select the year you want and select Download/print return (PDF).

If you haven't started your 2024 return or you used TurboTax Business, click here for instructions for printing your 2023 returns.

[vanclann]

Thank you for this information.  That is exactly what I needed.    

AJ