Fixed (initially rejected) state returned now the accepted Federal return is wrong!

(Tax year 2021)

My Federal tax return was accepted last week but the CA tax part was rejected (same issue as here: https://ttlc.intuit.com/community/tax-credits-deductions/discussion/charitable-contribution-error-on-california-ca-540-and-540/00/1953984, "Charitable Contribution Error on California CA")

To me, the present discounted value of the CA refund (accounting also for my time and stress) was not worth the small saving my charitable contributions made so I simply removed my charitable contributions rather than navigate that mess of error codes.

The CA return was then accepted but now my federal refund is a few dollars lower... (but it's already been accepted).

Am I right in thinking I need to wait until 03/26/2022 for the 1040-X to be available and I can then just partially repay some of the federal refund that I will have received? Any other quirks to be aware of?

Thanks

130

Level 15

Feb 16, 2022 10:06:26 AM

i would not file an amended Federal return. you properly claimed it on your 1040. as a matter of fact you should put it back. if you don't this could affect your 2022 return when you do the rollover/transfer when starting that year.

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Fixed (initially rejected) state returned now the accepted Federal return is wrong!