Wow. Let me see if I got this right...
- Update federal return
- Complete state return
- Save state return as PDF, print, and mail it
- Without saving, close TT
- Reopen TT, begin amended federal return, reentering all changes. Save as PDF, print, and mail.
- Close and save TT file
So regarding this part
@Hal_Al wrote:
But, since you didn't save the actual filed state return (except as a pdf), you will have go go thru the state program and amend it too. That should restore your state data, to what you file.
Does that part need to happen
- when she starts doing her taxes with TT next year for 2022? Meaning she'll fill out federal then state (like normal) then make manual adjustments to the state numbers to correctly reflect numbers from 2021? (Are the previous year's W-2 and income amounts even mentioned on the next year's state return?...)
or - blended somehow into the 6 steps I wrote just above?
Thanks... 😢
