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