@CatinaT1
I understand it's non-taxable, and it was properly excluded in Schedule 1. As noted, the only difference I can see is that it is on Line 1a instead of Line 1d and it shows in the W-2 Box 1 and 16 when the actual W-2 doesn't have it there. The credits, tax liability, refunds, etc. did not change.
So my questions are:
- Is it bad to enter the W-2 with modified Box 1 and Box 16 numbers? I've seen it suggested in the past to get the software to work. I'm not sure how the tax agencies look at this though.
- If the only thing I am changing in the amendment is reporting it on Line 1d instead of Line 1a and submitting the actual W-2's with 0 in Box 1 and 16, should it still be amended?
- For the California 540, should the non-taxable IHSS/Medicaid waiver income be included in Line 12 if it wasn't in W-2 Box 16? Is it wrong to include it there? People have suggested including it in the past to get the proper CalEITC. This year it seems it's not necessary, but is this grounds for requiring an amendment?
