Do I add the refund and interest amounts in the "Total Refund Received in 2024" field? Also, how do I get the "Total of all your payments and withholding" from previous years that I didn't do with Turbotax Online? Turbo tax only gave me the amount from 2023, that I summited with the online version. Is this info somewhere in my previous year return form?
You shouldn't need to add the information to the total refund received for 2024 because TurboTax will carry that amount over for you.
The refund amounts for the prior years are on your state/local tax returns as well as the 1099-Gs that you received.
Thanks, TurboTax carried only the amount from 2023, but not prior to that. I did found the amounts on my previous returns, not in the the 1099-Gs. I am not 100% about the amounts I should use, but I believe they aren't that relevant, since according to TurboTax, I don't have to pay tax on those refunds if I didn't itemized my tax returns in those years. So, since all those years I opted to standardize instead of itemize, I won't have to pay tax on those refunds.
Hello, I have the same issue and was able to add each of the 1099-G info for each year (2020-2023) into my 2023 return, which was the year received. This accounts for the tax refund, which is not taxable since I took a standard deduction.
My question is, how do you add the interest paid for each years refund? It is listed in an unnumbered box between box 9 and 10A.
I would expect the interest is taxable and not considered a refund so that amount should not be included in the 1099-G refund amount for each year.
You enter the interest income as though you are entering a Form 1099-INT, in the Wages and Income section, then Interest and Dividends, then Interest on Form 1099-INT. Skip over the option to upload the Form 1099-INT and choose Interest as the type of money received. Enter the income in box 1 of the entry screen.