Federal amendment filed which the system automatically amended my ILLINOIS state return. Do I still need to file my amended state return if nothing changed?

[flynhawaiianz28]

I had to make an amendment to my Federal return after it was already accepted.  One of my investment brokers alerted me that their clearing agent had produced a bad file which might of made the 1099 tax form inaccurate. I uploaded the new 1099 which then my state returned was amended automatically after.  Afterwards, there was no change at all. No balance due and it did not increase my refund amount from the state of IL.  Does the state of Illinois require that I file a 1040-X/amendment even if there was no balance due or the refund increased/decreased?

[DawnC · Accepted solution]

No, you do not need to file an amendment unless the federal amendment affects your Illinois tax return.  From Illinois Dept. of Revenue:

You should file Form IL-1040-X, Amended Individual Income Tax Return if

• you discover that you made an error on your Illinois return after it was filed; or
• you filed a U.S. 1040X or the Internal Revenue Service (IRS) adjusted your federal return and the change affects your Illinois return.