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State and Local Income Tax Refund Worksheet

On the State and Local Income Tax Refund Worksheet, I need to put boxes in part 1 column 1f so my refunds received in 2024 can offset my payments made in 2024.  But I can't find a place to enter it that flows to column f except with an override.  Where am I supposed to put those?  (The Carryover Worksheet also requires an override.) 

Thanks!

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3 Replies
MonikaK1
Expert Alumni

State and Local Income Tax Refund Worksheet

If you are using a Desktop version of TurboTax, it is preferable to enter your information in the step-by-step mode wherever possible, and use Forms Mode to confirm that your information is flowing correctly to the forms. Using the override feature should be avoided unless necessary, as it may invalidate your 100% Accurate Calculation Guarantee.

 

Enter your taxes paid, both Federal and State, in the Estimates and Other Taxes Paid section of the Federal return under Deductions and Credits. The entries will flow through to the correct line items in the Worksheets.

 

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. Enter the tax refund in the Income section and follow the step-by-step instructions.

 

See this help article for more information on entering the form 1099-G.

 

See this article for more information about Form 1099-G.

 

 

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State and Local Income Tax Refund Worksheet

Unfortunately the step-by-step doesn't cover my situation.  I had withholding in 2024 for 2023, much of which came back as a refund in 2024.  So the net amount should go to my schedule A.  If you call it withholding in TT it assumes it came out of your paycheck during the tax year, which mine did not.  And when filling out the tax refund section in step by step it only asks about payments made with extensions, with tax returns, etc.  None is my situation so I keep guessing what to put in the fields to make the right result.

IsabellaG
Expert Alumni

State and Local Income Tax Refund Worksheet

Can you please clarify what you mean by "I had withholding in 2024 for 2023"? It didn't come out of your paycheck? How was it paid in 2024 for 2023? 

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