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February 23, 2025
Question

I got 2 1099-G forms (w/ dif amts in box 2) for overpayment. What goes in the "total of all your payments" box? Total income & property taxes? OR income tax withheld?

  • February 23, 2025
  • 1 reply
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I'm entering both forms separately. Instructions on what goes in this box weren't clear. It said to get the info from last year's tax return but not sure which info I need to enter. I had itemized deduction last year.

    1 reply

    VolvoGirl
    Employee
    February 23, 2025

    Are they for different years or different states?

     

    This is for a joint couple with individual state refunds but I think it would also apply if you got refunds from 2 different years.

     

    TurboTax does not handle this. If you enter more than one state refund, it just adds them together. It does not ask separately for each refund whether you itemized last year. It just asks once after all the refunds have been entered. There is only one State and Local Income Tax Refund Worksheet, so there is no way to do the calculation separately for the taxpayer and spouse. The help for the worksheet even says that a change in marital status from last year is one of the situations it does not handle.

     

    So either.....

    If you both itemized deductions last year then add them together and enter it.

    If you both took the standard deduction last year add them together and enter it.

    If one person took itemized deductions and the other one took the standard deduction then only enter the one that itemized deductions.