"Tell us about the refund you received in 2025" where do I find the Payments and Withholdings information from 2024?

[user17697249456]

This section always confuses me, and the desktop software "help" guide is really no help.  What do I include in the "Payments and Withholdings" box highlighted below and where do I find that information on my 2024 return?  I am in California.  

[RogerD1]

If you have access to your 2024 CA Form 540 return, the payments and withholdings will be on line 88 and the refund would be on line 101.

[user17697249456]

My 540 doesn't have a line 88. It goes from line 1 -78. Line 78 states "add line71-77. These are your total payments. See instructions". Is that the amount I need to enter in the "Total Payments and Withholdings" referenced in my original question above?

[MarilynG1]

Yes, enter the amount on  the line that is labeled 'these are your total payments' from your California 540, Line 78.

@user17697249456 

[user17697249456]

Thank you @MarilynG1!

[tbrotherson]

I have the same question for a Virginia Return. Thanks in advance. 

[tbrotherson]

And Utah--I file a non-resident form there.

[RogerD1]

On Virginia Form 760:

• Payments and withholding are on line 26
• The refund amount would be line 28

On Utah Form TC-40

• Payments and withholding are on line 38
• The refund amount would be line 42

The Utah Form TC-40 amounts apply to residents as well as part-year and non-resident returns. 

[devynb73]

What about Maine?

[DaveF1006]

For Maine, the lines you need on Form 1040ME have changed for the 2025 tax year because of updates to the state’s tax portal and form layout.

Here’s where to look on the Maine Form 1040ME:

1. Payments and Withholding: Find Maine income tax withheld on Line 25a. For “Total Payments” (this includes estimated payments and refundable credits such as the Property Tax Fairness Credit), go to Line 26.
2. Refund Amount: Check Line 34a for your refund. This shows the overpayment you want refunded to you instead of applying it to next year’s taxes.