turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

greg91
New Member

The Total Refund Received in 2021for NYS is incorrect.

The Refunds Received for State/Local Tax Returns for 2021 is incorrect.
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

4 Replies
RobertB4444
Employee Tax Expert

The Total Refund Received in 2021for NYS is incorrect.

The amount shown in 'Total State Tax Refunds Received' on your 2021 tax return should equal the total amount of state tax refunds that you received on your 2020 tax returns.  You received those refunds in 2021 and - if circumstances are right - they can be taxable on your 2021 federal return.  

 

If the amount shown on 'Total State Tax Refunds Received' does not equal what you received on your 2020 returns then it is possible that you received other payments besides what was indicated from your return for the prior year.  TurboTax can only carry forward the amount that it has on your prior year return.  It wouldn't know about any corrections or changes made by the state.

 

If you are certain that the software has produced an amount that is incorrect in that space you should be able to adjust it to the amount you actually received.

 

Here is some more information.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
greg91
New Member

The Total Refund Received in 2021for NYS is incorrect.

Thanks for the information. Because I changed the amount of the refund to the amount I received (along with changing the total payments to reflect the same number on the return), will I now have to amend my newly filed return? 

RobertB4444
Employee Tax Expert

The Total Refund Received in 2021for NYS is incorrect.

No.  If the amount that you entered was dramatically different than what should have been on there then the IRS will send you a notice requesting more information at which time you will submit an amended return.  However, if the amount was not dramatically different then there will likely be no effect.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
greg91
New Member

The Total Refund Received in 2021for NYS is incorrect.

Thanks. 

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question