Retirement tax questions


@ReneeM7122 wrote:

In TurboTax, you can amend your state return without filing an amendment for your federal. Select your version for instructions:

 

TurboTax Online

TurboTax CD/Download software

 

@mavalentino


That might work as well. However, I suggested starting with the Federal return a year ago because I know (from experience with how my own state Arkansas treats pensions) that a lot of what state programs do with 1099-R income depends on how you answer the questions that follow the 1099-R once you enter it on the Federal side. It may be possible to make the necessary changes to the HI return without touching the Federal return; but sometimes the state program won't do the right thing unless the Federal program's post-1099-R questions are answered correctly. In either case, there should be no need to file any 1040-X TurboTax may generate (electronically or on paper) if the only changes are on the state side.