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Level 2
April 1, 2021
Solved

Amended Fed 1065; should I include 1065x with yet-to-file state return?

I filed my federal 1065 return in early March, but held off on filing my Pennsylvania state return. A late-received 1099 required filing an amended federal 1065. The amended state return that was generated includes a 1065x form. I assume I would definitely include that if I were actually amending a filed state return. But since I have not yet filed an incorrect 1065 in my state return, do I include or omit the 1065x? (The 1065 form generated in my "amended" state return has the correct numbers on it.)

 

 

Alumni - Intuit
April 2, 2021

You should not file the amended form for the state, as you can't amend a return that has not been filed. You corrected the state return before you filed it, so file that one.

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2 replies

Alumni - Intuit
April 2, 2021

You should not file the amended form for the state, as you can't amend a return that has not been filed. You corrected the state return before you filed it, so file that one.

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EmbraAuthor
Level 2
April 2, 2021

I'm grateful for the guidance. Thanks.