Solved: What is "total of all payments and withholding" in TT screen for 1099G state refund?
cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
New Member

What is "total of all payments and withholding" in TT screen for 1099G state refund?

In 2017 I got a 1099G for a state tax refund.

The state tax refund was on my 2015 return (not my 2016 return, which would've been the more common case).

TurboTax asks for "total of all your payments and withholding", and the help link tells me what items to include when computing the total amount.

Should I add up all those items from my 2016 return or from my 2015 return?
1 Best answer

Accepted Solutions
Highlighted
New Member

What is "total of all payments and withholding" in TT screen for 1099G state refund?

If you are referring to the screen related to refunds received for state/local tax returns, this information is used to help determine if the state/local refund received is taxable in the current tax year.

Many states or localities even have a similarly labeled line that is a total, such as Total payments or Total payments and credits.

Total of all your payments and withholding  is the total amount you paid to the state or locality you selected on the screen for the year you selected under Tax Year of Refund (usually 2016). Thus, if you received the refund and related Form 1099-G in 2017 but the amount was for "Tax Year of Refund" 2016, then you would enter "Total of all your payments and withholding" for tax year 2016.

The amount would not include federal, social security, and Medicare taxes withholdings. You should be able to find this information on your state or local tax return(s) for the "Tax Year of Refund". " Depending on the state or locality, "Total of all your payments and withholding" may include the following:

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

·         Estimated tax payments for 2016. Add any paid in 2017 for 2016 (it's common for the 4th quarterly payment to be made in January)

·         Overpayment from 2015 applied toward your 2016 return

·         Payment made with an extension of time to file

·         Payment made when you filed your return

·         Refundable credits


View solution in original post

4 Replies
Highlighted
New Member

What is "total of all payments and withholding" in TT screen for 1099G state refund?

If you are referring to the screen related to refunds received for state/local tax returns, this information is used to help determine if the state/local refund received is taxable in the current tax year.

Many states or localities even have a similarly labeled line that is a total, such as Total payments or Total payments and credits.

Total of all your payments and withholding  is the total amount you paid to the state or locality you selected on the screen for the year you selected under Tax Year of Refund (usually 2016). Thus, if you received the refund and related Form 1099-G in 2017 but the amount was for "Tax Year of Refund" 2016, then you would enter "Total of all your payments and withholding" for tax year 2016.

The amount would not include federal, social security, and Medicare taxes withholdings. You should be able to find this information on your state or local tax return(s) for the "Tax Year of Refund". " Depending on the state or locality, "Total of all your payments and withholding" may include the following:

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

·         Estimated tax payments for 2016. Add any paid in 2017 for 2016 (it's common for the 4th quarterly payment to be made in January)

·         Overpayment from 2015 applied toward your 2016 return

·         Payment made with an extension of time to file

·         Payment made when you filed your return

·         Refundable credits


View solution in original post

Highlighted
New Member

What is "total of all payments and withholding" in TT screen for 1099G state refund?

Thank you. The answer then is to use my 2015 return.
Highlighted
Level 1

What is "total of all payments and withholding" in TT screen for 1099G state refund?

Thanks that's much clearer that the text on screen.  Question though, it also says to add in taxes paid to local and municipal entities.  Would that include my property taxes for the prior year as well?

Highlighted
Level 1

What is "total of all payments and withholding" in TT screen for 1099G state refund?

I didn't receive a 1099-G form and so I looked up the total refund received from a previous year's tax forms.  However on the TT page, it asks for "Total of all your payments and withholding."  Where would I find this on either a W-2 or on previous year tax form (what specific line item)?  I switched employers mid-year, and so I wonder if I have to add certain amounts.  I would appreciate the advice.  

Privacy Settings