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Level 2
April 9, 2026
Question

Amending a state return incorrectly populates a federal 1040X for that year

  • April 9, 2026
  • 1 reply
  • 180 views

I tried using TurboTax (desktop/CD versions) to amend my Missouri returns for 2022 and 2023, which were both originally filed with TT. I do not want to amend the federal forms because the error I am trying to correct was in overlooking a state-specific credit for insurance premiums. 

 

As soon as I clicked that I wanted to amend my Missouri returns but *before* I changed any numbers anywhere, the Missouri payment/refund value decreased to zero (as expected) but in the very same instant the federal ones increased from 0 to showing taxes due. For both years, the software automatically filled out a Federal 1040X with "corrections", which I am expected to file along with the Missouri amendments.  

 

For both years, the federal 1040X forms show various incorrect (too low) income numbers as the original values and then "corrects" them to equal the amounts that were on my filed forms in the first place. Likewise, it shows that I paid too little tax (less than my original returns show that I did pay), a "corrected" amount (which equals what I actually paid in the first place), and a difference supposedly owed now.  In the case of 2022, these differences amount to thousands of dollars.

 

What might be going on here, and what can I do about it? It seems clear that the 1040-X values are wrong, as the values it claims as the original values don't match what I can clearly see on my saved pdf copies of the returns. But sending in the Missouri forms seems to require that I also send them a federal 1040-X, so I'm stuck.

 

Thanks for any advice anyone can provide!

1 reply

MarilynG
Level 15
April 13, 2026

You could open your 2025 return (let TurboTax update) and re-save it to your desktop.  Compare a PDF copy of it to the PDF of your filed return to see if they match (Form 1040).  If they don't, something was changed between your filing and amendment, which could account for differences.   I'm assuming you went into your MO return and added the credit to determine a need to Amend? 

 

You have to step through amending your Federal return (even if you have no intention of filing it) to properly update your Missouri return.  Then step through the MO interview to add your missing credit.  In the FILE section you can choose to 'print' both returns.  Amended returns take a long time to process and won't correct your original filing, so time is not of the essence and mailing is as good as Efiling for amendments. 

 

Here's more info on How to Undo an Amendment and How to Amend Your Tax Return.

 

@gingerpeach123 

 

 

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