3112996
I am in the process of amending my 2022 tax return. I entered a lower dividend number on the amended federal return as a result of receiving a corrected 1099. This resulted in a federal refund since I paid more federal tax than I should have. However, my state numbers did not change. Why doesn't the lower dividend number on the federal return flow through to my state return with a resulting state refund as well?
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Did the new dividend figure flow through to the state return but showed no change or did it not flow through to the state return at all?
Once you complete the federal amendment interview you must also complete the state amendment interview ... don't expect a state change immediately when making a change in the federal input section.
Then, since you must be using the downloaded program to complete the amendment, switch to the FORMS mode and review each return carefully.
This is my mini version of a tutorial that should be in the downloaded program:
Forms Mode lets you view and make changes to your tax forms "behind the scenes."
If you're adventurous, you can even prepare your return in Forms Mode, but we don't recommend it. You may miss obscure credits and deductions you qualify for, and you may forget to report things that will come back and haunt you later.
Forms Mode is exclusively available in the TurboTax CD/Download software. It is not available in TurboTax Online.
If you want to play around with different figures and tax scenarios without affecting your original return you can ….
Once you have filed successfully … you can shut off the auto updater function and then save the return & .taxfile.
For Windows, up in the top menu, you can set the "Updater Preferences" to "Always Ask" or more commonly set to "I don't have an internet connection" (even if you do), and then you are not forced to update....and can manually force an update when you choose to do so. And then you can open the file(s) at any time with no forced upgrade.
But that's the Windows software.....not a MAC. For a MAC you cannot turn off the auto updater HOWEVER you can simply disconnect from the internet before opening the tax return.
It's always a good idea to make a backup copy of your tax data file, in case your original gets lost or corrupted. Here's how:
If you make changes to your original tax return file, repeat these steps to ensure your original and backup copies are in-synch.
AND save it as a PDF so you have access to a copy even if you don’t have the program still installed and operational :
AND protect the files :
*** Other clues to the downloaded program ***
In the forms mode ... double click or right click on a box on a form to data source it ... sadly it doesn't work on all boxes.
When you look at an onscreen tax form using Forms Mode, you might wonder why one figure is blue and the one next to it is red or black.
These colors indicate the source of that data.
Color | Meaning |
Blue | You entered this data, either in the interview or Forms Mode. |
Black | The program entered this data or calculated this amount. |
Red | This data has either been overridden or is invalid (for example, a ZIP code that doesn't exist). |
Red italics | You marked this amount as estimated. |
Black italics | The program calculated this amount from an amount you marked as estimated. |
Purple | This information has supporting details. |
Aquamarine | This data was transferred over from last year. |
Green | This data was imported from Quicken or QuickBooks. |
Yellow fields (Windows) | Yellow fields allow user input. Anything you enter here shows up in blue. |
PRIOR YEAR USE OF A SUPPORTING DETAILS WORKSHEET :
If you find you have a $0 in an entry field that cannot be changed … this issue is almost always one in which you used a "Supporting Details" (SD) sheet in that field in the prior year. What happens is that when you transfer in the prior year's data, the SD sheet is transferred too, but empty...and that causes the $0 to show up in many areas of the Step-by-Step mode interview....wherever the SD sheet was used before.
But when switching to Forms Mode, when you try to enter a $$ amount in a field where the SD sheet is attached, the SD sheet will pop up immediately, and you can either enter the $$ amount on that sheet, or delete the SD sheet entirely and avoid future issues (unless you really want the SD sheet)
Sometimes, when you see the $0 in Step-by-Step, you can just
Yes - the corrected dividend did flow through to my state return. I thought it would show up as a refund after TurboTax reset the state and federal amount owed/refund balance to zero when I selected Amend Return. For some reason the state balance/refund due stayed at zero (and is why I initially didn't think the corrected dividend flowed through to the state return) because I had previously said to apply any refund to my estimated tax. So that is what happened. I thought it would give me a refund but it automatically applied it to next years estimated tax. On the federal return, the balance/refund amount did indicate a refund. This is probably because I had a balance due on my original federal return and could not apply anything to next year's estimated tax. So everything in turbotax worked fine.
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