Estimate of my state tax refund showed at the top while filling out federal, but changed to tax due

noschiff
noschiff Member Posts: 2 Newcomer
in General

Estimate of my state tax refund of $900 showed at the top while filling out federal, but changed to tax due of $600 as soon as I began filling out state tax form. Did something go wrong, or is this typical?

Answers

  • noschiff
    noschiff Member Posts: 2 Newcomer

    I've retraced my steps in a competing program and I noticed that the step that changed my estimate of a refund for NY state to taxes owed was the question about New York City residency. This has never happened before. Did the law change this year and are there now significant new taxes owed by New York City residents? I can't find information about this anywhere, but I suspect this tax has to do with New York City employees, rather than residents. Has anyone had a problem with this issue?

  • MatthewD
    MatthewD FreeTaxUSA Team Posts: 587

    Hello,

    Keep in mind that the federal tax due or refund is calculated as you enter information. My guess is you entered some information and on the Summary your refund was finally calculated.

    If you update your residency from part-year or nonresident to Resident, then the state will tax you on all your income. I am sure something like that happened as you worked on your NY return.

  • Kellym6
    Kellym6 Member Posts: 1 Newcomer
    edited April 13

    While checking around and determining my filing status this year, my 'federal due' amount kept INCREASING to an amount that was extremely high and which I'd never seen before (in the thousands)! I'm alarmed, of course. I was never able to get the amount decreased in line with previous years. What do I do??

    Also, I'm retired, so I have the 1099-R form, which DOESN'T coincide with the W-2 form. The box numbers do not match up. What do I do? (Maybe this is why I'm having problems??)

  • MatthewD
    MatthewD FreeTaxUSA Team Posts: 587

    Hi Kellym6,

    Keep in mind that calculations will change as you enter information or change things. I suggest you go to the Summary page and review the Summary and the Form 1040. If you change the filing status, that can change answers and you may need to review each of your entries.

    DO NOT enter a 1099-R on the wages page. Enter it in the Retirement Income section.

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