Total withheld payments

[dallasr737]

Hi! I'm trying to finish up my taxes but I keep getting sent back to a page that says "Carryover worksheet: Total withheld/pmts must be entered. We still need to know your total payments and withholdings for your 2020 CA tax return..." and I tried looking it up but I can't seem to get a proper answer. Please help. Thanks!

[GeorgeM777]

Because you need to obtain your 2020 CA tax payments/withholding amounts, see if you can access your 2020 return for that information.  Here are the steps to follow to access your 2020 return.  These steps assume you used TurboTax Online for tax year 2020.  If you used the TurboTax CD/Download versions, then your 2020 return would not be saved on TurboTax servers.  In such circumstances, you would need to review your own computer files to access your 2020 return.

1. Sign into your TurboTax account (if not already)
2. Click on My TurboTax  (click on My Tax Timeline in the drop down menu)
3. Scroll down where is says "Prior Year Return(s)" click on Load My Tax Timeline
4. On the Tax Timeline screen, click the tax year you need
5. On the right side, select Download/print return (PDF) (if you just need a printout)

[lorrainay]

I got my 2020 tax return, where do I find the amount to input for the total withheld/pmts?

[ThomasM125]

@lorrainay  I believe you want to know where to find your total payments and refundable credits which is on line 32 of your 2020 for 1040. Also on line 25(d) you would find your federal income tax withheld.

[chapinreyes]

Hello GeorgeM777

I am having the same issue.  I do have the 2020 1040 form, where can I go find the info.  See screenshot please:

[chapinreyes]

Hello ThomasM125,

Good morning - so I am reading your response to someone else. Per the screenshot I just attached, it is asking for total payments and withholding for my 2020 CA tax return.

Per your response, you mentioned the answer is in line 25 of the 2020 1040 form?   Since There are no 1099s, it would just be 25a correct?  And this would have to match line2 of the 2020 W2, correct? 

[DMarkM1]

The question is actually asking about state and local taxes paid for tax year 2020.  When you download/print your 2020 return be sure to include all forms/worksheets.  You should look for Schedule A line 5a and/or the "State and local tax deduction worksheet" which will show the Schedule A line 5a amount broken down into withholding/estimated paid/paid with extension to CA categories.

[aespinosa33]

I'm also stuck on the "Total withheld/pmts" section.

 I didn't have W-2's as I was unemployed. In my 2020 state return I go to Schedule A  (1040)  "Itemized deductions" and in "Taxes you paid" in 5a I have no amount as I had no W2 income.  Does that mean that my Total withheld/payments where $0 because I was not working? 

I do see 5b for State and local real estate taxes, 5c state and local personal property taxes. 

Thanks

[DMarkM1]

Yes.  If there was no earned income there is likely zero withholding.  Enter zero.

[Greataxes]

I too am stuck on this. I need to enter the total pmts for tax year 2021 for CO. Does that mean I download my 2021 return or my 2020? Moreover, where do I find these numbers and how do I get the correct answer if I have social security benefits on my 1040?

[Cynthiad66]

We'd love to help you complete your tax return, but need more information. Can you please clarify your question?  I do not fully understand your question.

However, if you need total payments for 2021 CO then you need to download the 2021 tax return.  See the screenshot below from the 2021 Colorado tax return.  Line 17 is total Colorado Tax for 2021.

I hope this is helpful.  If you need additional information please come back to the forum.

[jquarles]

Still clear as mud.  I assume I should enter "0" for Total Withheld/Pmts.  Turbo Tax is directing me to fill in the Total Withheld/Pmts for the 2021 State Tax Refund Information Line. We overpaid as shown in (f), so why does it as for Total Withheld/Pmts in (d) (first screenshot).  I did go and look at the fields in last years tax and they are blank (second screenshot).  And line 17 from last years CO state tax file is blank (third screenshot).  See Screenshots below.

[DMarkM1]

Zero is not the right answer.  If you didn't pay anything in there would be nothing to refund.  In your prior year return copy download or print you should find a W2 summary worksheet and/or Tax Payments Worksheet or even look at you prior year W2 that should show the withholding W2 box 17 for CO.  

[Lashawn1011]

What line is it on. Trying to file for NJ

[Lashawn1011]

Is this the same for NJ