Total withheld

[Christolmillard]

I’m almost done finishing up my taxes and I’m getting the Carryover Worksheet: Total withheld/pmts must be entered. We still need to know your total payments and withholding for your 2023 NM tax return. On last year's return, total up all withholdings from W-2s and 1099s, estimated tax payments, and what you paid if you filed for an extension. My question is where do I find this information on last years taxes also is for the state of New Mexico? 

[LenaH]

You can get the amount for the Carryover Worksheet in four different ways.

1. You could total Lines 27 through 31 of your 2023 PIT-1. 
2. If you filed your 2023 return with TurboTax, you can download your prior year return (with worksheets), and find the Tax Payments Worksheet. This worksheet will list all your estimated tax payments, tax payments other than withholding, and state taxes withheld. 
3. If you itemized your deductions in 2023 and you only paid state tax to New Mexico, you can go to your prior year Schedule A, Line 5a. You would add to this the amount you paid when filing an extension, if applicable.  
4. Lastly, you can also total the amounts in box 17 for New Mexico on your 2023 W2's. To this amount, you would add in any 2023 quarterly payments and any extension payment made (if applicable).