Is there any way to only amend state return and not the federal return?

[rebecka-cantler]

I received an email (from turbotax) that I do not need to amend my federal return, as the IRS will be automatically working that out for everyone, but that my state return will need amended. I have gone through the process and it's only giving me the option to file both federal and state, or to hold off on filing.

[CatinaT1 · Accepted solution]

To amend the state return but not the federal you will use the "Add a state" option when signing in to your TurboTax account.  This will allow you to make changes to your return without initiating a federal amendment.  

Once you are back in the return for editing be sure to make your returns look like the originally filed returns.  That means adding the unemployment income that was excluded back in to your federal return in the Unemployment 1099G topic.    

Once everything is back to the original state then go to your state interview and click through to the page asking if you want to amend your state return.  Click "Yes" and follow the prompts to complete the state amendment.  Part of the steps will be to go back and exclude the Unemployment income that you added back in earlier.  In the end you will get the printing/mailing option for the state amendment. 

[taxquestioner67]

how do you do this: make your returns look like the originally filed returns.  That means adding the unemployment income that was excluded back in to your federal return in the Unemployment 1099G topic.    

i clicked Add state to amend state only.. but the amount of refund showing for federal and sate are more than the original refund. i clicked amend to try to check the federal and it appears the unemployment is still the original amount on the federal but the refund is higher. so maybe its wrong? is there a step by step for amending MD state only for the unemployment?

[taxquestioner67]

when the MD amendment asks if federal was updated, do we say no? since irs is dong this?

[taxquestioner67]

if im using turbotax.com, do i not need to do the extra step of adding 10,200 to unemployment on federal and then removing it? so i would just log in using turbotax.com, click add a state to amend state only.. if i just do that and go through to the end and print the forms - it prints federal and state.. i assume i disregard the federal and just mail the state. if i do it this way there is a state refund..  is this the right way? Or do i log in, click add a state, then  click on federal and 10,200 to the unemployment income (say my actual unemployment was 10k - i adjust to 20,200 and then put back to 10k after i print the forms?). If i do it this way, then i  do not get a refund and owe state about $150 less than i owed before amending.. so not sure which way is right when sing turbotax.com 

[DMarkM1]

In order to complete a Maryland amendment you need to have a copy of your originally filed returned that taxes the unemployment benefits. 

If you have a copy printed or downloaded that you can access already, you can follow these steps.

1. Sign in to TurboTax
2. Select "Add a state"
3. The updates should already be in TurboTax that now exclude the unemployment.
4. Go to the MD state interview and click through to the "Amendment" in "Other tax situations"
5. Click "Yes" you want to amend
6. In the column for the original return information you will enter the data from your copy of the original return

If you do not have a copy of your originally filed return you have to create one.

1. Sign in to TurboTax
2. Select "Add a state"
3. Click "Federal" in the left hand menu
4. Click "Wages & Income" tab
5. Scroll to "Unemployment 1099G"
6. "Edit" the 1099G
7. Add 10,200 to your box 1 amount to eliminate the exclusion.
8. "Continue"
9. Click "Tax tools" in the left hand menu
10. Click "Print Center"
11. Print a copy of the now original return
12. Go back to the Unemployment" topic and remove the 10,200 that you added in
13. Follow the steps in the section above to complete the MD state amendment

[DMarkM1]

Yes.  Sign in to your TurboTax account and select the "Add a State" option.  Go to your state return interview and click through to find the "Amendment" page; it's usually near the end of the state interview.  

Be sure you have a copy of the originally filed return before you start the amendment. You will need to enter information from that original return as part of the amendment process.

[Tmcan255]

I was told not to file a Tennessee state return,  the live agent guided me to try to fix a REVIEW popup, it was nothing, so she assured me I could file and It is showing state return filed, so I'm lost? $315 no I did everything,  now look also was charged for MAX  , I said no as well agent did ,idk what MAX is  but its charged as well as a tennessee state return filing fee,?? clicked continue not agreement of any sort. So please  Idk what to do, federal is accepted. What do I need to do to amend? Also I need to file my 2018 taxes, anyone help me understand what to do, TY

[AmyC]

The Tennessee income tax does not apply to salaries and wages, but most income from stocks, bonds and notes receivable is taxable at a flat rate of 6%. The first $1,250 in taxable income received by a single filer is exempt or the first $2,500 of joint income reported on a jointly filed return are exempt from TN tax.

If you did not need to file, it will not have an effect.  You can fill this form out for someone to call you to discuss any possible refund and to remove MAX. I would wait until Wednesday or later though.

@Tmcan255

[Fairfax51]

I need to amend ONLY my Oregon 2021 return, as I included Social Security income while an Oregon resident on Line 19S of Form OR-40-P. After e-filing (accepted and tax paid) I learned that SS should NOT be included in Line 19S, as SS is not taxed in OR.

I have gone through the "Amend a Return" process twice now, only making that one change, and both times it is also preparing amended returns to file for Federal and my other 2 states, even though no changes are needed on those. Do I have to use the "Add a state" technique on my original TTax file in order to create only the Oregon amended return to efile? Or does one use the "Add a State" during the "Amend a Return" process?

Or just file a paper amended return for OR. 🙂

[edwardr1]

I made a mistake on my state return and want to file an amended return. I went into the return and corrected it, then asked to file the amended return. But TurboTax seems to think my amended return IS the original return, and indicates that my new refund is $0.  How can I fix it?