What method is TT using to "refigured total itemized deduction"? Quick Zoom does not work. thanks
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If you are referring to the QuickZoom button in the State Tax Refund Worksheet - clicking on the button (mine worked) takes you to the Federal Carryover Worksheet which has a section for State and Local Income Tax Information. These figures should populate if you complete the state tax refund interview in Step-by-Step mode.
A state tax refund from filing the prior year's taxes would only be taxable to the extent there was a tax benefit - i.e., you took an itemized deduction for taxes paid.
If you are entering a state tax refund received in 2023 as income and reported on Form 1099-G, TurboTax will ask how much you deducted for state and local taxes in 2022 (line 5 from Schedule A).
For "total of all your payments and withholdings", enter payments for the state for which you received the refund. If you received refunds from more than one state, enter each one separately in TurboTax and report payments associated with that state. Use the link to Add another state or local tax refund.
Under the entry field, "Total of all your payments and withholding", a link appears, "What does this include?". The text at that link explains:
Add up any payments you made to your state or locality, along with any state or locality withholdings from the previous tax year (in this case, 2022), including:
- Amounts withheld on your W-2, W-2G, and 1099
- Estimated tax payments for 2021 (including any paid in 2023 for 2022 - it's common for the fourth quarterly payment to be made in January)
- Overpayment from 2021 applied toward your 2022 return
- Payments made with an extension of time to file
- Refundable credits
You can find most of this info on your 2022 state tax return. Do not include balance-due payments made with (or after) filing a return. Enter the total amount of all of these combined here.
See this help article for more information on entering the form.
See this article for more information about Form 1099-G.
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