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January 20, 2023
Question

State Tax Withholdings

  • January 20, 2023
  • 2 replies
  • 0 views

1099-R reflects state witholding of $1783.  Made a withholdings change effective 1 December this year which  reduced the withholding by $53/month to $100/month.  Received a refund check from the state for $583 appears the change was made retroactive for the entire year?  Which amount should I reflect in Turbo Tax  I'm guessing the actual amount paid (refund included) and then deal with state auditors if they question the difference?  dc

    2 replies

    DaveF1006
    January 20, 2023

    Yes, $1783 is the correct amount to report in Turbo Tax and you don't need to make any adjustments on your own. This amount does reflect the amount of $100 that was withheld in Dec. The computation of the tax withheld is ($153 X11) + $100= $1783. Does this make sense?

     

    @dc9215

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    VolvoGirl
    Employee
    January 20, 2023

    Why did they send you a refund check?  It's probably for something else.  Do you get retirement from the state?  Ask the state why you got it.