Hello, I just e-filed both returns yesterday and in looking through my AZ 140, I noticed line 29A only shows $2,500, when it should show $5,000. My husband has a Federal pension. When ent...
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Hello, I just e-filed both returns yesterday and in looking through my AZ 140, I noticed line 29A only shows $2,500, when it should show $5,000. My husband has a Federal pension. When entering his OPM CSA 1099R, I designated the pension as such on our federal return. I have an Arizona State pension. When entering my 1099R, I also designated the pension as such on our federal return. Upon looking at our state return, Line 29a, it only shows $2,500, rather than $5,000 for us both to obtain our exclusions. When I went back to the federal side, my husband’s taxable amount field was blank, and the exclusion was not listed. I got out of the return and went back in and magically his taxable income appeared as well as the exclusion. When I went back to look at the state return, it now lists the correct $5,000 exclusion. This is very irritating as now I have to amend my Arizona State tax return!! QUESTIONS: 1. Why did TurboTax initially not catch the fact that this was designated as a Federal pension? 2. Why did it magically insert the figures upon opening the return again? 3. Since I just e-filed yesterday, when should I do the amended return? 4. Will I be able to e-file my AZ amended return, or will I have to print everything out and mail it? Thanks.