DMarkM1
Expert Alumni

After you file

To complete the federal amendment you will be asked if you already paid an amount.  Be sure to indicate that you did not pay.  If the amendment then results in a refund, you do not need to send in the $1700 that you originally owed.  If the amendment just reduced the amount you owe then just send in the reduced amount by 18 Apr.  

 

For your state return.  The updates you made to your federal return will transfer to your state return.  Go the through the state interview before filing the amendment to ensure the updated adjusted gross income transferred correctly.  If so you can then e-file your state return as well.

 

You can see a summary of state return to view the Federal Adjusted Income that transferred to your state return to be sure it matches the new adjusted gross income on your amended 1040.

  1. "Tax Tools" in the left hand menu

  2. "Tools"

  3. "View Tax Summary" in the main screen

  4. "XX state summary" in the left hand menu

 

 

  

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