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Returning Member
posted Feb 27, 2020 9:12:37 AM

Ammending the return

I had already filed my Federal return, it has been accepted and completed,  but not my state when I recieved a 1099misc in the mail. Does my State need to be filed and accepted before I can do an amended return?

 

                  Thanks

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1 Best answer
Level 15
Feb 27, 2020 11:28:00 AM

You can file your state first, then when it gets accepted you can amend both of your returns.  I did not know you were using the CD/Download software.  There are different instructions for deleting a State return with the Desktop software.  You can try that if you want:

 

  

How do I clear my state return in the TurboTax for Windows software?

Here's how to clear (delete) a state return in the TurboTax for Windows CD/Download software:

 

  1. With your return open in TurboTax, switch to Forms mode by clicking the Forms icon in the upper right corner of your screen.
  2. From the File menu in the upper left corner, choose Remove State Return. (This won't delete your state program, just the state tax return.)
  3. Select the return you want to delete and click Remove. Answer Yes to confirm.

If you want to start a new state return, select the Step-by-Step icon in the upper right corner, and then select the State Taxes tab.

10 Replies
Level 15
Feb 27, 2020 9:17:31 AM

If you have not filed your State return yet, you don't amend it, you can just add the additional form to your Federal return & when you go to file your State return, that information will flow to your State from your Federal return.

 

If your State return has been filed, yes you have to wait until it gets accepted & processed before you can amend.

Returning Member
Feb 27, 2020 9:21:45 AM

Ok, that's what I thought to but when I hit "amend" it zeroed out the Fed as well as the state.  So I was confused.  So, it should not create an "amended" form for the state since it has been filed?

Returning Member
Feb 27, 2020 9:22:32 AM

Meant to say Hasn't been filed

Level 15
Feb 27, 2020 9:23:06 AM

Correct there should be no amend return produced for the State return, since you haven't filed it yet.

Level 15
Feb 27, 2020 9:25:07 AM

You might want to delete your State return before you amend your Federal return so when you go to file your State, all the information will be correct.  The amendment will zero out the refund meter.

 

You can delete your state return in TurboTax Online as long as you haven't paid or registered yet.

  1. Sign in and open your return if you don't already have it open.
  2. From the left menu, select State (if you don't see this menu, select the menu icon in the upper-left) and then select Continue on the Let's get your state taxes done right screen.
  3. On the Status of your state returns screen select Delete to the right of your state, then answer Yes.

If you don't see the option to delete your state (you'll probably see Edit instead), you've already paid your TurboTax fees (including the state fee) or registered your free version while the state was on your return. If you've done either of these things, you can't delete your state return.

Returning Member
Feb 27, 2020 9:26:19 AM

Thank you!!!

Returning Member
Feb 27, 2020 9:40:15 AM

Ok, I purchase my Turbo tax  with the disk and use it that way, so since I've filed the Fed and selected my State I am unable to change anything or restart at this point?  So I should probably just file my state wait for it to be accepted and completed and then file an amended for both?

Level 15
Feb 27, 2020 11:28:00 AM

You can file your state first, then when it gets accepted you can amend both of your returns.  I did not know you were using the CD/Download software.  There are different instructions for deleting a State return with the Desktop software.  You can try that if you want:

 

  

How do I clear my state return in the TurboTax for Windows software?

Here's how to clear (delete) a state return in the TurboTax for Windows CD/Download software:

 

  1. With your return open in TurboTax, switch to Forms mode by clicking the Forms icon in the upper right corner of your screen.
  2. From the File menu in the upper left corner, choose Remove State Return. (This won't delete your state program, just the state tax return.)
  3. Select the return you want to delete and click Remove. Answer Yes to confirm.

If you want to start a new state return, select the Step-by-Step icon in the upper right corner, and then select the State Taxes tab.

New Member
Mar 28, 2021 3:17:04 PM

I filed my federal return but have not mailed in the state return. I got a schedule k-1 in the mail and need to amend my federal return. Can I do this and then mail in the corrected state return?

Level 10
Mar 28, 2021 7:04:06 PM

To avoid sending an amended state form when you have not filed the original follow these steps.

 

  1. In TurboTax Online, click the button for Add a State.  This will not add a state but will let you back into your original return.
  2. Add your K1
  3. Review Federal
  4. Got to State and edit the state
  5. Go through all the screens on the state and then e-file just the corrected state return..

Now Amend your 2020 Federal

 

  1. Now go to Tax Home
  2. Your Tax Returns and Documents at bottom of page
  3. Click 2020 and Amend
  4. Go through the Amend and make sure your K-1 is there
  5. Then review and e-file the amended federal return

 

 

How to Amend




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