If I am being asked to, "total up all witholdings from W-2s and 1099s, estimated tax payments, and what you paid if you filed for an extension," then what do I put?

[perezn101]

There is only one amount on the Federal Carryover Worksheet and that is the Adjusted gross income.

[VolvoGirl]

Where is it asking your this?  Is it for a state refund you got last year to see how much is taxable?  If you took the Standard Deduction on your 2021 federal tax return then a state refund is not taxable and you don't even need to enter it.  

[massinc]

how do you determine if your state refund is taxable income

[VolvoGirl]

A State Tax Refund is taxable if you itemized deductions on that prior year's federal return and took a deduction for state income taxes instead of the sales tax. You got a deduction benefit for it so now you have to include it as income. If you took the Standard Deduction it is not taxable and you don't need to report it.

If you itemized deductions on federal schedule A check line 5a and see if you deducted State Taxes or Sales tax.  

[DoninGA]

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@massinc wrote:

how do you determine if your state refund is taxable income

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On your federal tax return did you take the Standard Deduction or Itemized Deduction for the year of the state tax refund?  If you took the Standard Deduction you do not report the state tax refund on the federal tax return.

[JulieS]

Yes, in some cases your state tax refund is taxable. If you itemized your deductions in 2021 and received a refund of part of that state tax in 2022, the amount is taxable. 

If you didn't itemize, or you elected to deduct state income tax instead of state income tax, your refund is not taxable. 
 

For "total up all withholdings from W-2s and 1099s, estimated tax payments, and what you paid if you filed for an extension" this includes:

• Amounts withheld on your W-2, box 17, W-2G, box 15 and 1099-R box 14
• Estimated tax payments for 2021
• Overpayment from 2020 applied toward your 2021 return
• Payments made with an extension of time to file
   

You can also find the amount on your state tax return for last year.