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Level 2
posted May 7, 2021 8:56:22 PM

Question on Amending my return

Hi Experts,

 

After I filed my return, I noticed that I missed to include a 1099-div and 1099-B, hence, I will be amending my return.

The question I have is, the CA state corrected my return (not related to what I am amending) which resulted to me getting an additional refund.

How do I include the correction that the state made in my amendment? Do I just add the corrections they made along with my corrections?

How do I explain to them to not give me an additional refund since I already got it in my initial return?

In my amendment, I will be making a payment, by the way.

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1 Replies
Level 15
May 8, 2021 12:14:41 AM

open the return. do not use the amend icon. you'll then need to adjust the original CA return to reflect the changes it made.  save the return. (close it)  then use the amend button to add the missing 1099's