Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Mar 25, 2023 12:35:52 PM

Why does my state tax refund decrease when I enter investments

0 2 244
2 Replies
New Member
Mar 25, 2023 12:43:56 PM

Probably because your state govt taxes some of your investment income.  When your refund decreases, the govt is taking its cut.

Expert Alumni
Mar 25, 2023 4:03:22 PM

Your state refund is decreasing when you add investments because there is no tax withheld on investments, unlike a W-2.

 

Adding investments will increase your income, which increases your tax, but since you are not adding any additional withholdings to offset the extra tax, the additional money you owe is being subtracted from your state tax refund.