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After you file
@fanfare Do state taxes need to be amended as well as part of excess IRA Contribution (I'm in CA)?
I tried to amend my 2021 Tax Return on Turbotax Desktop and needed to complete the CA State Return as well (It ended up being a $0 balance/refund for state).
I also got an error saying that the 2021 filing was closed so I will need to mail in amended return. When I download all the forms for federal I get a 1040-X (Amended Return), 1040, Schedule 2, Schedule B, 5329, and a 8995 Form. Should I be mailing all of them?
I also have a form for a certificate of electronic filing with a date back in 2022 when the tax return was submitted. I had gotten an error in TurboTax when I had tried to set the amend date of 2024. Is this fine?
Thank you!
‎February 11, 2024
11:41 PM