First time amending. Haven't filed state yet.

[bfollowell]

I filed our Federal returns the end of February and we received our refund a couple of weeks later. I file our State returns manually because one, I'm cheap, and two, I rarely get enough back to be worth it. We're pretty close to breaking even every year for State, so it sure isn't worth $20 to e-file. I still haven't mailed those in yet by the way.

Monday, my wife received a call that she received the wrong tax documents. She's retired from the company we both work/worked for. She'd been going back in and helping train new TMs. She worked through a local college rather than her old employer. That's just how they do things. The first year that she did this she was a contractor of the college. She got a 1099 every year and could claim her mileage. She received a 1099 this year and I didn't think anything about it and filed our taxes. Well, they made a change and all of the retiree trainers became employees of the college, so she should've received a W-2 for last year instead of a 1099, unbeknownst to me. I now have her W-2 in hand and the amount is more than her 1099 showed, and she won't be able to claim mileage since she isn't a contractor. So, I need to amend our 2024 taxes. I know TurboTax leads us through this and I don't expect any major trouble from this other than I'm sure I'll have to pay some small portion of our Federal refund back. My question concerns my, as yet, unfiled State taxes. Do I need to get off of my rear-end and mail the original return in, then send in the amended return or, since I haven't filed yet, can I just send the amended return in?

Thanks.

[MaryK4 · Accepted solution]

If you did not file the original state returns, you can just print out the new state returns AFTER you enter the information for your federal 1040X.  Just be sure NOT to indicate that you are amending the state returns as well.   

[bfollowell]

Thanks!

That would be awesome, except for TurboTax automatically changed all of the information on my State Return as well, which it should've, then assumed that I e-filed State, since I e-filed Federal. But I didn't e-file State, only Federal. It automatically added the checkbox to my State Return where it says Place an "X" in the box if amending. I went into form view, but it won't let me remove the X.

Assuming there isn't a way to correct this, I guess I'll have to send my original State and the amended State in at the same time for it to make sense.

[AmyC]

You only want to file one state return, with the correct numbers. It should be the amended return but without the amended checkbox. If you can't get the box unchecked: 

1. print it out 
2. white-out the box so it does not say amended. 
3. sign and date. 
4. mail with tracking, no signature required.

[bfollowell]

I finally got it corrected. I thought, that since the amounts changed and there was now a W-2 and no 1099, I needed to amend the State return to get the new data into the State portion. I didn't. I went through it again and made sure I didn't amend the State return when asked, but all the corrected data was still entered. The forms all looked identical to the first way that I did it, except there was no X showing this as an amended return. I finally got there.

Thanks!