Stat and local Tax Refund Summary

[chapinreyes]

Hello,

Based on the two screen shots below, where do I find the info?

1) on this screenshot I click Edit 

2) In this screenshot, how do I calculate the total of all your payments and withholding?

[ErnieS0]

Your refund is line 87 (Overpaid tax) on your 2021 Form 540. If you filed Form 540 NR, it’s line 101.

The Total of all your payments and withholding is line 78. If you filed Form 540 NR, it’s line 88.

TurboTax carries this info from your 2021 California return.

See How do I view, download, or print a prior-year return?

If you used an accountant or other tax software, contact them.

You can also get a copy of your return from the Franchise Tax Board.

Go to MyFTB for information on how to register for your account.

You may also request a copy of your tax return by submitting a Request for Copy of Tax Return (Form FTB 3516) or written request.

For written requests, provide all of the following:

• Your name (and spouse if joint return) or business name
• Current address
• Phone number
• Your identification number such as a:
  • Social security number
  • California corporation ID
  • Federal employer identification number
• Copies of personal income tax returns are available only for the last three and a half years.
• Copies of corporation, exempt organization, and limited liability company returns are only available for the last five years.
• Copies of partnership returns are available only for the last three and a half years from the original due date of the return.
• Address shown on last return filed
• Tax year(s) of returns requested
• Your signature, officer’s or authorized representative’s signature
• Business entities: include the title of the officer or trustee

Mail your form or written request to:

Data Storage Section
Franchise Tax Board
PO Box 1570
Rancho Cordova, CA 95741-1570

There is a $20.00 fee for each tax return year you request.

See How do I get a copy of my state tax return?

[chapinreyes]

Hello ErnieS0

And thank you for responding.  I am trying to understand the answer and make sense of it.  Just to clarify you mentioned line 87, but there is no 87.  Did you mean 78?

1) IT looks like line 78 does match total refunde received in 2022

2) Line 71, has california income tax withheld, which matches turbo tax "total of all your payments and withholding.

Can you please confirm?

[DawnC]

He meant Line 97.    Line 97 is Overpaid Tax which is your refund amount.   

Line 71 is total withholdings and it is included on LIne 78 which is ALL of your payments.

[chapinreyes]

Ok thanks for the clarification.  So it looks like the initial response was incorrect?  

Thank you!

[MonikaK1]

Yes, as noted by DawnC, there was a typo in the initial response. Line 97 is correct for the overpaid tax.