Hi, I am working to understand how best to do the following in Turbotax.....
Background:
- I created my federal return and my state return in Turbotax in February
- I e-filed my federal return in February (since I am due a refund) and it was accepted by the IRS
- I did not file my state tax yet (which I plan to print and mail by USPS closer to 5/17/21 as I owe additional tax)
What I want to do:
- I need to amend my federal return as I have now made some prior year contributions to my HSA, which will yield an additional refund
- I want to file a single state return that incorporates all of the information from my original and amended federal return
It looks to me like Turbotax has assumed that I have already filed my state return and that I need to amend my state return now that the federal return has been amended. Since I don't want to amend my state tax return, I used a test file and deleted my state return, amended my federal return, and created a new state return. However, Turbotax wants to know information about my original state return (such as amount of tax owed or refunded) but again, I do not want to amend my state return as it has not been filed as yet.
I contacted my state tax agency and they confirmed that there is no need for me to file two state returns (original and amended) to align with the federal filings, and that I could simply file one state return that incorporates all of the information on the two federal returns.
I would appreciate any recommendations anyone might have about how I can make this work in Turbotax.
