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Level 2
March 1, 2022
Question

Amending Return(s)

  • March 1, 2022
  • 1 reply
  • 0 views

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?

1 reply

Critter-3
Level 15
March 1, 2022

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

fanfare
Level 15
March 1, 2022

@Critter-3 

If it is carried to the state return,

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

Critter-3
Level 15
March 1, 2022

@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.