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Amending 2023 tax return for missing 1099 interest - missing option

Edit: I figured out how to input the 1099 interest, submitted the fed amended return via Turbotax. Which should hopefully all be sorted. 

 

However, the turbo tax calculations now shows I should get a $1 refund from CA. When I looked at the saved amended return PDF there was no CA option. I'm not inclined to pay over a $1 to mail my CA return for that potential $1 credit back from CA. And from my google searching, Treasury direct bills that I bought are only taxable for Fed and not State taxes. So assume the $1 is just a TurboTax rounding error and can ignore? 

 

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I didn't realize that Treasury Direct does NOT mail their 1099. Just logged in and found $80 in interest on a 1099 form on their website.  My return has already been accepted, and I have received a refund for CA, payment has been pulled for Fed return. I've amended returns in the past, but not sure where to enter this 1099 Int form. 

 

When I go to my desktop app to amend my 2023 return, I only see the following options W2, 1098, 1099-R, 1099-Misc... but NO 1099 Int as an option. 

 

Question is should I be doing something else to enter this missing 1099 interest amount, or just pick 1099 Misc and put the amount of interest into that section? 

 

 

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5 Replies

Amending 2023 tax return for missing 1099 interest - missing option

what you do depends on how fastidious a taxpayer you are, how much afraid of the IRS you are and

what you think of the extra tax on $80 dollars

@Cat_Sushi 

LenaH
Employee Tax Expert

Amending 2023 tax return for missing 1099 interest - missing option

To enter your 1099-INT, try the following steps:

  1. Open TurboTax Desktop.
  2. Click on the magnifying glass at the top right of your screen.
  3. Type in 1099-INT.
  4. Click on Jump to 1099-INT.
  5. Continue through the screens. 

@Cat_Sushi 

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Amending 2023 tax return for missing 1099 interest - missing option

to add information or reply with another question please use the reply button.

Don't edit your original question; that just generates mass confusion.

 

@Cat_Sushi 

LenaH
Employee Tax Expert

Amending 2023 tax return for missing 1099 interest - missing option

Your interest should be subtracted on Schedule CA, Line 2, column B. Per the 540 Instructions, if you filed federal Form 1040-X, Amended U.S. Individual Income Tax Return, file an amended California tax return within six months unless the changes do not affect your California tax liability. You can disregard the 540X.

 

@Cat_Sushi 

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Amending 2023 tax return for missing 1099 interest - missing option

Did you print out the 1099 from the Treasury?  Did it show the amount in box 3?  When you entered it did you enter it in box 3 (not box 1).  Then it won't be taxed on the state return.   You have to check the little box under box 1 that says my form has more boxes for it to open up.

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