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March 3, 2021
Question

State and Local Tax Refund Summary default number is less than actual (2020 tax year)

  • March 3, 2021
  • 1 reply
  • 0 views

I'm filing my 2020 tax and the "State and Local Tax Refund Summary" part is pre-filled with the amount of $194. but I just looked at my last year State refund is actually $522.

I don't even remember doing this last year (using turbotax for several years).

I have read others asking the same question but no clear answers, should I override to the actual amount or leave as is? Please help!!

1 reply

March 8, 2021

The State and Local Tax Refund Summary shows the amount of state tax refunds you received in 2020. TurboTax will automatically pull the refund information from your 2019 state return(s). The number will be correct if you did not receive a state tax notice adjusting your refund.

 

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