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gmint
Returning Member

I e-filed my federal return and discovered the error before sending the state.

I know I have to amend the federal, can I send the corrected information to the state (WI) (re-ran Turbo Tax with correction), or do I have to file the original (not-amended) federal to the state and then amend the state as well?

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4 Replies
Irene2805
Expert Alumni

I e-filed my federal return and discovered the error before sending the state.

You can enter the correct information on your state return before filing and then just amend the federal later.

 

Since you have already filed your federal return you have to wait until the IRS either rejects or accepts your return. 

  • If your return is rejected, you will be able to go into your account, make the changes to your tax return, and re-submit your return.
  • If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return.

 

You will have to wait also, because the IRS hasn't yet released the 1040X for tax year 2020.  Until the IRS releases the form TurboTax cannot include it in their software.  For current information on forms availability please click on the applicable link below:

 

IMPORTANT:  Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed.

 

Please see the instructions contained in these TurboTax articles to amend your return: 

gmint
Returning Member

I e-filed my federal return and discovered the error before sending the state.

Thank you for your answer. I want to give you the specifics so I'm sure I'm doing the right thing. It is for my daughter who can no longer be claimed as a dependent but lived in Florida for several months at the end of 2019 and beginning of 2020 doing the Disney College Program. We declared her as a dependent in 2019, not 2020. She is currently in college (part-time 1st semester of 2020, full-time 2nd semester of 2020). On Turbo Tax when it asked if she lived in another state, I said yes. We later realized that she wasn't a "legal resident" of the state but too late, I had already e-filed federal for her. So I saved my Turbo Tax file under another name and changed it to show that she did not live in another state. What happened then was the amount she was due refunded from federal went up (a lot - credits for tuition) and the state went down. In your message you had said, DO NOT go in and start changing...   Her federal return has been accepted. I want to send the correct information to the state the first time if possible (because her refund is less with the change). Do I send the new file with everything corrected (state and federal) and plan to do the amended federal change when it becomes available, anticipating that she would receive the additional refunded amount in a subsequent check later? Thank you for your help!

AmyC
Expert Alumni

I e-filed my federal return and discovered the error before sending the state.

Yes, you can file the state return with the correct information and then amend the federal. You are correct, she was not a FL resident, just working there temporarily. Claiming herself, she qualifies for the tuition credit and the stimulus that was missed.

 

You do not need to send the amended federal return to the state.

Once your return is accepted and the finances are settled, you can file an amended return. 

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Anonymous
Not applicable

I e-filed my federal return and discovered the error before sending the state.

+1 

 

@AmyC , when sending in my updated state returns (updated numbers), since I have to attach a copy of my federal return. Do I attach the federal returns with the new numbers? Or would the it be my existing (e-filed) federal returns with the 1040X? 

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