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Does TurboTax assume that I sent in my state tax via mail prior to when I made an amendment?

I had to make an amendment to my taxes and the Federal one went fine but for Illinois it initially said I had a refund of 207 dollars but after the amendment it is saying I owe 136. I am unsure if it is assuming I got the 207 refund or not.
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1 Reply
ThomasM125
Expert Alumni

Does TurboTax assume that I sent in my state tax via mail prior to when I made an amendment?

I think you mean when you finished your state tax return amendment it showed you owed $136. If so, that is assuming you received your refund. Normally what happens is your original return is processed and if you have a refund it will be processed before your amended return is processed. So, when you prepare your amended return it is assumed that you received your refund, so you will have a tax due or refund that factors in the refund or payment you already made or received. I this case it appears you had a refund of $207 but after you did the amendment you owe $136. So, you should have or will receive a refund of $207 and need to send back $137. It is always best to wait until you receive your refund before you file the amended return, as there is always a chance your original return will be changed after you filed it and you may need to incorporate those changes into your amended return.

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