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MobiusX11
Returning Member

What is this for?

I cleared everything a few times already. Every time that I start from them beginning, it already has information for Refunds received for state/local tax returns. It has an amount of $53. When I click edit, it says total refund received in 2023 and it says $53. Then it says total of all your payments withholding and it has a different amount. Underneath that, it says tax year of refund (usually 2022) and it says 2022. On the top it says Tell us about your refund. Under that it says if you received more than one refund, we'll help you enter them at one time. Why does it say $53 for 2023 if I haven't filed my taxes for 2023 yet? Total of your payments withholding says a different amount. Where is all of this information even coming from? Why does it mention 2022? I did my taxes with turbo tax. How can I find out if the information already there is even accurate? I don't see $53 for 2023. I have different amounts on the top left in green that say how much I will get from federal and state but it's not the amount mentioned here.

 

This is all I need help with and then I am done and I can file my taxes. I just need to understand if I am supposed to leave this section as it is or if I should edited it or delete it? I don't know where this information is coming from or what it is or how to check if it's correct.

 

Thanks

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1 Reply
rjs
Level 15
Level 15

What is this for?

The $53 is the refund on your 2022 state tax return. You received that refund IN 2023. The information about the 2022 state tax refund that you received in 2023 is included in the information that you transferred from your 2022 tax return when you started your 2023 tax return.


If you claimed an itemized deduction for state income tax on your 2022 federal tax return, the state refund that you received in 2023 could possibly have to be reported as income on your 2023 federal tax return. You should go through the State and Local Tax Refunds topic in TurboTax to determine whether the refund has to be reported. If you did not use itemized deductions on your 2022 federal tax return, or you claimed an itemized deduction for state sales tax instead of state income tax, then you do not have to report the refund. You can just delete it.

 

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