State Refund Income Page

Forum|Forum|3 years ago
April 10, 2023
3 replies
35 views

Where do I find the amount to put into the box "Total of all your payments and withholding" on the state refund income page.

TurboTax PLUS Online

ErnieS0

Alumni - Intuit

You can find the amount on last year's state tax return. Someone can help you if you tell us what state you filed in 2021 and whether you filed a resident, part-year resident, or non-resident tax return.

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candy1524Author

Level 2

Thanks for your response and help. We filed part time resident in both CA & NY.

Monikak11

Level 6

Where you are asked to enter "Total of all your payments and withholding" on the state refund income page, 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, 2021), including:

- Amounts withheld on your W-2, W-2G, and 1099

- Estimated tax payments for 2021 (including any paid in 2022 for 2021 - it's common for the fourth quarterly payment to be made in January)

- Overpayment from 2020 applied toward your 2021 return

- Payments made with an extension of time to file

- Refundable credits

You can find most of this info on your 2021 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.