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New Member
posted Feb 4, 2024 10:39:25 AM

It's not figuring the state form correctly

Under "Wages & Income" it has the correct amount that I paid to the state of Kansas from my W2. It's putting a different amount on the state form itself and saying I'm getting $55,000.00 back. I can't fix it and I can't afford to upgrade just so the dang thing works like it should. 

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3 Replies
Expert Alumni
Feb 4, 2024 10:49:22 AM

Yes, that is definitely too high a state refund. 

 

To correct it, you can look for mistakes in state withholding. 

 

Check the W-2 first:

 

  1. Open you return.
  2. Select Federal, then Wages & Income.
  3. To the right of Job (W-2), select Edit/ Add.
  4. Expand the section by selecting the down arrow to the right
  5. Select Edit below the W-2 information.
  6. Edit your W-2 information here. Pay particular attention to boxes 16, 17, 18 and 19, select Continue.
  7. Select Continue to return to the Wages & Income screen. 
  8. Repeat for each W-2 until you find the issue. 

 

If this doesn't resolve the issue, respond back with more details about other forms that show taxes withheld, like 1099s, or state taxes paid like estimated taxes.
 

New Member
Feb 4, 2024 11:39:33 AM

Thank you for the reply. All the numbers are correct in Turbotax from the w2. I ended up starting over. Now it shows a state refund of $3,470 which is almost $1,000 more than I paid in. I have additional self-employment, state refunds from last year, investment and savings interest earnings, and a 1099-SA. 

Expert Alumni
Feb 12, 2024 12:38:27 PM

Were you able to compare your return from the prior year to this one and find where the additional refund was coming from? 

 

As long as you have verified all your entries, there are a number of reasons why your refund amount may change from one year to the next. Some of the most common reasons are because you earned more or less income this year, you did not withhold enough taxes from your pay or had to much withheld, or your deductions and credits changed this year.