Anita01
New Member

After you file

No, you do not have to amend your 2016 return.  The calculation is only intended to determine if the full amount of the refund is taxable when you paid AMT in the prior year.  State tax deductions are added back to your income when AMT is calculated but that does not necessarily mean that the entire refund is nontaxable this year.  It depends on how much that addback actually affected your AMT.  The questions and the amounts you enter are used to determine how much of your state refund is taxable this year based on how it affected your AMT in the prior year.

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