LParker2400
Returning Member

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Thank you for the quick reply!  I will file an amended return with Kansas asap.  One more question regarding the CA state return........ at the end of your reply, you indicated that because CA doesn't tax unemployment benefits, there's no reason to amend our California return.   

 

However, in our case, it's ultimately the AGI that was reported on our federal and state returns and how that higher amount (without the unemployment tax credit factored in) affected the subsidies I received from the state  for 2020 Covered CA health coverage. 

 

The AGI that was reported on our 2020 Federal Return, was well over the projected income amount  I submitted on my application to Covered CA  when I applied for 2020 health coverage.  That, of course, means that the AGI reported on our CA state return was also higher than we'd anticipated.  Because all of my subsidies were funded by CA (not federal), and the AIG reported was higher , we were then required to pay back all of the subsidies for my 2020 health coverage - @$3200 - when we submitted our 2020 California return.  

 

So in this scenario, wouldn't we want to submit an amended return to CA that includes the unemployment tax credit because that would ultimately lower the AGI....and that's what is looked at when  subsidies for healthcare are calculated.   That means that we should then be entitled to a full refund of the subsidies from CA.  Would this be accurate?