After you file

Thank you.  I elected to amend my return in Turbotax .  With respect to the following instruction found on the Turbotax's (somewhat diffcult to follow) instructions for the 1040-X:

"Open the Original Return Payment Smart Worksheet (if taxes were paid) or the Original Return Overpayment Smart Worksheet (if there was a refund)"

 

On the 1040X,  the I entered the net refund paid to my wife, ie. the amount she orginally received (which was an overpayment to her due to an error) less the amount she paid paid back via the amendment. The net was her actual tax refund.  Is that OK?

 

However I don't know what to enter on the state of CA equivalent of the 1040X, called Schedule X.  See below.

My wife had a small net refund after considering the amendment. How should I handle it on the form below? Please indicate line and modification.

 

Also it does not appear that my wife has to sign the amendment and only my social security number (redacted) is required for the form even though there are two names (redacted)

has a CA Form X for Amending Return.jpg