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Level 2
posted Feb 28, 2022 5:10:53 PM

Amending Return(s)

Do I need to amend both my federal and state returns in order to add a 1099-R form, or will entering it on the federal return suffice?

0 4 512
4 Replies
Level 15
Feb 28, 2022 5:13:38 PM

It is entered in the federal section and will be carried to the state interview. 

Level 15
Feb 28, 2022 8:49:39 PM

@Critter-3 

If it is carried to the state return,

doesn't that mean the state return is modified before clicking "Amend State Return" ?

Level 15
Mar 1, 2022 4:39:14 AM

@fanfare   If I recall correctly ... as you enter the state interview again( after filing ) you are asked if you want to amend it first then the new info is transferred by clicking continue. 

Expert Alumni
Mar 1, 2022 5:05:46 AM

Some states don't tax retirement pay. These states are New Hampshire, Tennessee, Alabama, Illinois, Hawaii, Mississippi, and Pennsylvania that exclude pension income from state taxes. If you live in one of these states, you do not need to amend your state return.